ED
Eugene J. Donohue
GWN SECURITIES
Port Jefferson, NY 11777
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CRD#: 1195138
ED
Professional summary
Eugene James Donohue is a registered financial advisor currently at GWN SECURITIES INC. located in Port Jefferson, New York.
Eugene is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Eugene has worked at 6 firms and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1 -- SKILLES UNLIMITED, 405 LOCUST AVE OAKDALE NY 11769, NOT INVESTMENT RELATED, 2% TIME DEVOTED, DIRECTOR - 2 -- JMB MASS MUTUAL,NO ADDRESS GIVEM, NOT INVESTMENT RELATED, 2% TIME INVESTMENT, SALES REP - JMB 3 -- EUGENE J DONOHUE INC. POSITION: PRESIDENT NATURE: INSURANCE SALES INVESTMENT RELATED: NO HOURS: 120 INVESTMENT RELATED HOURS: 6 START DATE: 01/01/1983 ADDRESS: 662 MAIN ST., PORT JEFFERSON NY 11777 DESCRIPTION: SELLING INSURANCE PRODUCTS 4 -- RENTAL PROPERTY POSITION: PARTNER NATURE: RENTAL OF HOUSING INVESTMENT RELATED: NO NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 11/01/2013 ADDRESS: 662 MAIN ST., PORT JEFFERSON NY 11777 DESCRIPTION: OWN PROPERTY THAT I RENT OUT. COLLECT RENT ON A MONTHLY BASIS.
CRS (Client Relationship Summary) - RIA
Click below to view Eugene James Donohue's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Eugene James Donohue's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 31, 2021 - Present
GWN SECURITIES INC.
Office #1: 662 Main Street, Port Jefferson, NY 11777RIA
BD
CRD#: 128929
Port Jefferson, NY
Current
October 26, 2007 - Present
GWN SECURITIES INC.
Office #1: 662 Main Street, Port Jefferson, NY 11777RIA
BD
CRD#: 128929
Port Jefferson, NY
Past
April 9, 2007 - November 21, 2007
ALLSTATE FINANCIAL SERVICES, LLC
BD
CRD#: 18272
PORT JEFFERSON, NY
Past
January 31, 1994 - May 24, 1995
PMG SECURITIES CORPORATION
BD
CRD#: 27107
ELGIN, IL
Past
May 26, 1987 - March 8, 1988
MACPEG, ROSS, O'CONNELL & GOLDABER, INC.
BD
CRD#: 8297
Past
April 26, 1984 - December 31, 1993
NATHAN & LEWIS SECURITIES, INC.
BD
CRD#: 8503
NEW YORK, NY
Past
January 9, 1984 - April 27, 1995
G. R. PHELPS & CO., INC.
BD
CRD#: 173
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alaska(2/27/2023)
RR
Colorado(11/29/2007)
RR
Florida(12/4/2007)
RR
Kentucky(3/15/2021)
RR
Massachusetts(11/15/2021)
RR
New York(10/26/2007)
IAR
New York(3/31/2021)
RR
North Carolina(10/30/2007)
RR
Oregon(8/4/2023)
RR
South Carolina(11/29/2007)
RR
Vermont(11/1/2007)
RR
Virginia(7/25/2017)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GS
GWN SECURITIES INC.
GLOBAL WORLD NETWORK SECURITIES | GWN SECURITIES INC. | GLOBAL WORLD NETWORK SECURITIES INC.
CRD#: 128929 / SEC#: 801-62547, 8-66185
RIA
Registered Investment Advisory firm - SEC (1/2/2004 Approved)Wyoming
Registered Investment Advisory firm - SEC (6/30/2020 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information
Main Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Mailing Address
11440 North Jog Road, Palm Beach Gardens, FL 33418-3764
Phone number
(561) 472-2700
Established
Florida since 05/12/1999
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
744
SEC notice filing (52 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| WORLD INVESTMENT NETWORK | OWNER | |
| BORNHEIMER, LAURA JEANETTE | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ROSFP | 1769643 |
| CORBIN, BRAD JEFFREY | SENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT AND MARKETING | 1754065 |
| RITTMAN, BARRY RICHARD | CFO FINOP VP | 1997994 |
| WALSH, DENIS STEPHEN | CEO/EXEC DIRECTOR/ MUNICIPAL PRINCIPAL, PRESIDENT | 1124278 |
| WALSH, MARY THERESE | SECRETARY | 2829444 |
Regulatory assets under management
| Total Number of Accounts | 64,207 |
| AUM (Assets Under Management) | $ 3,650,274,405 |
Disclosures
| Regulatory Event | 2 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GWN SECURITIES INC.
CRD#: 128929Port Jefferson, NY 11777TRUST BUT VERIFY
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