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Advisor at GWN SECURITIES INC.
CHARLOTTE, NC | PALM BEACH GARDENS, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GWN SECURITIES INC. | Bd affiliated wealth | Aug 20, 2026 | n/a | yes | PALM BEACH GARDENS, FL|CHARLOTTE, NC|PALM BEACH GARDENS, FL | Current employment |
| CREDIT UNION INVESTMENT SERVICES | State registered | Jul 29, 2024 | Aug 18, 2026 | no | Hayesville, NC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CREDIT UNION INVESTMENT SERVICES | GWN SECURITIES INC. | Aug 18, 2026 | Aug 20, 2026 | 2 | Firm change | Other |