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Gwn Securities Inc. CRD 128929
$4.75B regulatory AUM 54 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-03-31 |
Branch Locations
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
144 South Country Road, Bellport, NY 11713 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens | FL | 01/2014 | Present |
1) DBA CENTER FOR WEALTH PLANNING, BELLPORT, NY, FL 2)2) PART OWNER, JENART REALTY, LLC WHICH OWNS BUILDING SHE OPERATES FROM. NOT DURING MKT HOURS. LIFE, ACCIDENT, HEALTH INSURANCE, AND ANNUITIES POSITION: Agent NATURE: Life Insurance, Fixed Annuities, and Long Term Care INVESTMENT RELATED: Yes NUMBER OF HOURS: 11 SECURITIES TRADING HOURS: 11 START DATE: 02/22/2014 ADDRESS: 153 Main St., Suite 4, Sayville NY 11782 DESCRIPTION: Requesting illustrations or running illustrations as it relates to LIFE Insurance, Fixed Annuities and Long Term Care insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1987-04-20 |
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