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11440 North Jog Road, Palm Beach Gardens, FL 33418-3764 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2016-01-04 |
Branch Locations
Soddy Daisy, TN • 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Consolidated Retirement Services | Chatt | TN | 08/1996 | Present |
| Real Estate | Chattanooga | TN | 04/2011 | Present |
| Gwn Securities Inc | Palm Beach Gardens | FL | 01/2016 | Present |
RENTAL PROPERTY POSITION: owner/landlord NATURE: Rental property INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 04/10/2011 ADDRESS: 6591, Hickory Meadow Dr, Chattanooga TN 37421, United States DESCRIPTION: Maintain property collect rent FIXED ANNUITY, FIXED INDEX ANNUITY SALES,LIFE & LTC POSITION: agent NATURE: annuity sales life, LTC INVESTMENT RELATED: Yes NUMBER OF HOURS: 60 SECURITIES TRADING HOURS: 60 START DATE: 01/01/1987 ADDRESS: 1225 Ashes Avenue, Soddy-Daisy TN 37379, United States DESCRIPTION: sales CMG GROUP POSITION: partner NATURE: fixed annuity and life agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 03/29/2021 ADDRESS: 1225 Ashes Avenue, Soddy Daisy TN 37379, United States DESCRIPTION: recruit fixed agents, write fixed annuity and life business. See active OBA TENNESSEE RETIREMENT SPECIALISTS LLC POSITION: managing partner NATURE: Fixed insurance product sales agency INVESTMENT RELATED: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 20 START DATE: 08/11/2020 ADDRESS: 1225 ASHES AVE, SODDY DAISY TN 37379, United States DESCRIPTION: Managing Partner, recruit and manage agents, market insurance products. COST SEGREGATION SPECIALITS POSITION: referrer NATURE: Engineering based Cost Segregation Study Provider INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 11/15/2021 ADDRESS: 10211 Siegen Lane, Building 1, Baton Rouge LA 70810, United States DESCRIPTION: source of business referrals to Cost Segregation Specialists AMERICAN INCENTIVE ADVISORS POSITION: Consultant NATURE: firm obtains tax credits, etc. emphasis on Employee Retention credit premium reduction and other recovery savings. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 09/13/2022 ADDRESS: 8911 N Capital of TX HWY STE 1105, Austin TX 78759, United States DESCRIPTION: identifying employers eligible for the Employee Retention Tax Credit available under the CARES Act. Employers will receive a refundable tax credit for tax years 2020,2021, and 2022. Not securities clients Business name: Clifford M Gould, Business Address: 1225 ashes avenue soddy daisy tn 37379, Position Held: independent agent, Expected annual income: 10000, Compensation Type: Commissions, Hours Per Month: 4, Hours Per Month Trading: 0, Involvement status: INACTIVE, Start: 2026-05-22, Activity description: market small health insurance plans, Investment Related?: NO, Will this activity interfere with or compromise your responsibilities as a registered representative?: NO, Is there an expectation to solicit other ownership or raise capital? : NO, Is there a web presence? : NO, Is there check-writing, trading authority/custody or control?: NO, Please list all non-securities licenses and/or certifications/professional designations that may apply to this activity (i.e. insurance, CPA, ChFC, etc.): Insurance accident & health license
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-01-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-13 |
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