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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-01-10 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
940 West Valley Road Suite 1200, Wayne, PA 19087 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty Mutual Insurance | Exton | PA | 05/2013 | 07/2023 |
| Gwn Securities, Inc | Palm Beach Gardens | FL | 08/2023 | Present |
KADES MARGOLIS POSITION: Financial Professional NATURE: DBA/Financial Services/insurance COMPENSATION TYPE: Commission DBA. INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 08/01/2023 ADDRESS: 940 West Valley Road Wayne, PA 19087, United States DESCRIPTION: Financial services DBA Insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-27 |
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