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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-07-03 |
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 |
|---|---|---|---|---|
| Gwn Securities, Inc. | Los Angeles | CA | 03/2024 | Present |
| Unemployed | Oakland | CA | 06/2023 | 03/2024 |
| University Of California, Los Angeles | Los Angeles | CA | 06/2019 | 06/2023 |
| Head-Royce School | Oakland | CA | 06/2014 | 06/2019 |
1-- LA PENSION PLANNERS POSITION: Financial Representative NATURE: DBA/Financial Services. COMPENSATION TYPE: Commission. INVESTMENT RELATED: Yes NUMBER OF HOURS: 80 SECURITIES TRADING HOURS: 80 START DATE: 7/1/2024 ADDRESS: 177 E Colorado Blvd, Office 3055 Pasadena CA, United States DESCRIPTION: DBA for Securities Business. 2-- LIFE & HEALTH INSURANCE POSITION: Agent. NATURE: Insurance. COMPENSATION TYPE: Commission. INVESTMENT RELATED: No NUMBER OF HOURS: 100 TRADING HOURS: 0 START DATE: 7/1/2024 ADDRESS: 177 E Colorado Blvd, Office 3055 Pasadena CA, United States DESCRIPTION: Life Insurance sales to customers. 3-- Pension 101 INVESTMENT RELATED: Is Not Investment Related, "457 W Allen Ave, Suite 110, San Dimas, CA, 91773, United States", Pension education and lead generation system, User/Rep, 9/22/2025, 4 hours per month, 0 hours per month during trading hours, Other Compensation DESCRIPTION: Representative showing people how to use the educational platform. Compensation based on project bases.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-23 |
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