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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 2024-01-10
  • PA RA
    APPROVED
    Since 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

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
Liberty Mutual Insurance Exton PA 05/2013 07/2023
Gwn Securities, Inc Palm Beach Gardens FL 08/2023 Present
  • 05/2013 → 07/2023
    Liberty Mutual Insurance
    Exton, PA
  • 08/2023 → Present
    Palm Beach Gardens, FL
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-10
S63 Uniform Securities Agent State Law Examination 2023-09-27
  • S65 Uniform Investment Adviser Law Examination
    2024-01-10
  • S63 Uniform Securities Agent State Law Examination
    2023-09-27

View on SEC IAPD

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