David John Trela

Employer firm

Gwn Securities Inc. CRD 128929

$4.75B regulatory AUM 54 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Market timing

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2010 → Present
  Gwn Securities Inc.
  Palm Beach Gardens, FL

Previous Registrations

• 2010-06-24 → 2010-12-16
  Securities America Advisors, Inc.
  Berkley, MI

Other Businesses

TITLE PARTNERS, LLC 1200 SOUTH SHELDON RD. PLYMOUTH, MI 48170 START DATE-2009 END DATE-STILL ACTIVE IN BUSINESS I PERFORM NOTARY SERVICES FOR THE TITLE COMPANY BY OBTAINING SIGANTURES DURING THE MORTGAGE LOAN CLOSING PROCESS. (NON-INVESTMENT RELATED) TIME SPENT PER WEEK IS ABOUT 10 HOURS. INSURANCE SALES POSITION: Insurance Agent NATURE: Insurance and annuity sales. INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 02/02/1987 ADDRESS: 2226 Boxford St, Trenton MI 48183, United States DESCRIPTION: I service clients previously sold insurance products.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-16
• S63 Uniform Securities Agent State Law Examination
  1987-07-23