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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2004-05-17 |
Branch Locations
66 Landis Avenue, Bridgeton, NJ 08302 • 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 |
|---|---|---|---|---|
| Ralph S. Wendell Insurance | Bridgeton | NJ | 10/1982 | Present |
| Wendell Financial Services | Bridgeton | NJ | 05/1997 | Present |
| Gwn Securities Inc | Palm Beach Gardens | FL | 05/2004 | Present |
DBA- OWNER OF WEDELL FINANCIAL SERVICES. EST. 1982 LIFE INSURANCE AND ANNUITY SALES POSITION: OWNER / SALES PERSON NATURE: LIFE INSURANCE, DISABILITY INSURANCE AND ANNUITY SALES INVESTMENT RELATED: NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS: 3 START DATE: 10/01/1983 ADDRESS: 66 LANDIS AVENUE, BRIDGETON NJ 08302 DESCRIPTION: LIFE INSURANCE, DISABILITY INSURANCE AND ANNUITY SALES WENDELL FINANCIAL SERVICES, LLC Is Investment Related, LLC Established for Tax Purposes, Owner, 2006-10-01, 4 hours per month, 0 hours per month during trading hours, No Compensation Compensation, LLC established for tax purposes. No commissions or fees are paid to the LLC.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-15 |
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