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Current Employers
Gwn Securities Inc.

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2023-12-01
  • PA RA
    APPROVED
    Since 2023-12-01

Branch Locations

940 West Valley Road Suite 1200, Wayne, PA 19087 • United States

11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Steele'S Gulf Auto Service Newtown PA 05/2014 08/2017
Spaz Beverage West Chester PA 09/2019 05/2021
Kades-Margolis Corporation Wayne PA 06/2021 Present
Gwn Securities, Inc. Palm Beach Gardens FL 03/2023 Present
West Chester University Of Pennsylvania West Chester PA 09/2017 08/2019
  • 05/2014 → 08/2017
    Steele'S Gulf Auto Service
    Newtown, PA
  • 09/2019 → 05/2021
    Spaz Beverage
    West Chester, PA
  • 06/2021 → Present
    Kades-Margolis Corporation
    Wayne, PA
  • 03/2023 → Present
    Palm Beach Gardens, FL
  • 09/2017 → 08/2019
    West Chester University Of Pennsylvania
    West Chester, PA
Other Businesses

LIFE & HEALTH INSURANCE POSITION: Agent NATURE: Sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 06/2021 ADDRESS: 940 West Valley Road, Suite 1200-8 Wayne, PA 19087, United States DESCRIPTION: Life Insurance sales to customers..

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-11-29
  • S66 Uniform Combined State Law Examination
    2023-11-29

View on SEC IAPD

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