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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-20 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
177 East Colorado Blvd. Suite 200, Office 3055, Pasadena, CA 91105 • 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 |
|---|---|---|---|---|
| Frawley Financial Services, Cpa | Quincy | MA | 11/2013 | 06/2018 |
| Morgan Stanley Smith Barney, Llc | Naples | FL | 05/2018 | 07/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2018 | 11/2020 |
| Morgan Stanley Smith Barney, Llc | Naples | FL | 07/2018 | 11/2020 |
| Fisher Investments | Tampa | FL | 02/2021 | 02/2025 |
| Unemployed | Naples | FL | 11/2020 | 02/2021 |
| Gwn Securities, Inc. | Palm Beach Gardens | FL | 03/2025 | Present |
1-- LA PENSION PLANNERS POSITION: Financial Representative NATURE: DBA/Financial Services. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 120 SECURITIES TRADING HOURS: 10 START DATE: 3/1/2025 ADDRESS: 177 E Colorado Blvd, Office 3055 Pasadena CA, United States DESCRIPTION: DBA for Securities Business / Financial Services 2-- LIFE & HEALTH INSURANCE POSITION: Financial Representative. NATURE: Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: No NUMBER OF HOURS: 40 TRADING HOURS: 0 START DATE: 3/1/2025 ADDRESS: 177 E Colorado Blvd, Office 3055 Pasadena CA, United States DESCRIPTION: Life Insurance sales to customers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-01 |
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