Best Investors
Account
Sign in
Best Investors
Account
Sign in
Gwynedd Wealth Partners, LLC CRD 165721
$30.1M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
600 W. Germantown Pike Suite 400, Plymouth Meeting, PA 19462-2115 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-12-07 |
Branch Locations
600 W. Germantown Pike Suite 400, Plymouth Meeting, PA 19462-2115 • United States
Fernandina Beach, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwynedd Wealth Partners, Llc | Lower Gwynedd | PA | 12/2012 | Present |
I AM LICENSED TO SELL LIFE INSURANCE AND FIXED ANNUITIES AS AN INDEPENDENT AGENT OF A FEW INSURANCE COMPANIES. I WORK FROM MY HOME AT 96053 PARK PLACE, FERNANDINA BEACH, FLORIDA 32034. I CURRENTLY DEVOTE APPROXIMATELY 2 HOURS PER WEEK OR 8 HOURS PER MONTH TO THIS ENDEAVOR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-03-07 |
| S65 | Uniform Investment Adviser Law Examination | 2012-01-11 |
Reach out to this advisor