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Gwn Securities Inc. CRD 128929
$4.75B regulatory AUM 54 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-24 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
2226 South Congress Avenue, West Palm Beach, FL 33406 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| East Coast Valet | West Palm Beach | FL | 06/2021 | 07/2021 |
| City Of Greenacres | Greenacres | FL | 06/2023 | 07/2023 |
| East Coast Protection | West Palm Beach | FL | 06/2024 | 08/2024 |
| Washington And Jefferson College | Washinton | PA | 08/2020 | 05/2021 |
| Palm Beach State College | West Palm Beach | FL | 08/2021 | 12/2021 |
| Southwest Baptist University | Bolivar | MO | 01/2022 | 12/2023 |
| Florida Atlantic University | Boca | FL | 01/2024 | Present |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 11/2024 | Present |
| Dwyer High Schoil | Palm Beach Gardens | FL | 08/2016 | 06/2018 |
| The Kings Academy High School | West Palm Beach | FL | 08/2018 | 06/2020 |
1-- Buttelman and Associates Financial Services POSITION: Financial Representative NATURE: DBA/Financial Services/Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 160 START DATE: 11/7/2024 ADDRESS: 2226 South Congress Avenue 33406, United States DESCRIPTION: DBA; Life Insurance sales to customers; and Financial Services. Business name: Buttelman and Associates Financial Services , Business Address: 2226 South Congress Avenue, West Palm Beach, FL 33406, Position Held: Registered Repersentative , Expected annual income: 100, Compensation Type: Commissions, Hours Per Month: 1, Hours Per Month Trading: 1, Involvement status: ACTIVE, Start: 2026-09-01, Activity description: Financial Services, Investment Related?: YES, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : YES, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): Series 7
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-13 |
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