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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2009-08-18 |
Branch Locations
Chesterfield, MO • United States
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • USA
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
1600 Genessee #961, Kansas City, MO 64102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gwn Securities Inc. | Palm Beach Gardens | FL | 08/2009 | Present |
LIFE INSURANCE, LTC, ANNUITY POSITION: AGENT NATURE: INSURANCE PRODUCTS INVESTMENT RELATED: NO NUMBER OF HOURS: 10 INVESTMENT RELATED HOURS: 10 START DATE: 01/01/2006 ADDRESS: PO BOX 4486, CHESTERFIELD MO 63006 DESCRIPTION: LICENSED INSURANCE AGENT FOR LIFE, ANNUITY, AND LONGTERM CARE INSURANCE CITIZENS POLICE ACADEMNY ALUMNI ASSOICATION POSITION: Member NATURE: Support of the St. Louis County Police INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 07/01/2014 ADDRESS: 7900 Forsyth, Clayton MO 63105, United States DESCRIPTION: Support of St. Louis County Police Central Precinct. MEDICARE SUPPLEMENT, PART D AND MEDICARE ADVANTAGE SALES POSITION: Sales Representative NATURE: Providing Medicare supplements, Medicare Advantage Plans, and Part D plans. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2016 ADDRESS: PO Box 4486, Chesterfield MO 63006, United States DESCRIPTION: Education and enrollment of individuals in the options available for supplementing their Medicare health insurance. Reliant Financial Services, Is Investment Related, DBA, Financial Professional, 08/18/2009,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales. ST. LOUIS PACHYDERM CLUB INVESTMENT RELATED: Is Not Investment Related POSITION: educating in the areas of government and politics, NATURE: V.P. Programs START DATE: 2024-01-01, HOURS PER MONTH: 2 hours per month, 0 hours per month during trading hours, DESCRIPTION: Organize speakers for meetings. Fill in if President cannot attend meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-29 |
| S63 | Uniform Securities Agent State Law Examination | 1987-05-19 |
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