SL
Shawn R. Logan
GWN SECURITIES
Othello, WA 99344
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CRD#: 1239394
SL
Professional summary
Shawn Richard Logan is a registered financial advisor currently at GWN SECURITIES INC. located in Othello, Washington.
Shawn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1984. Shawn has worked at 5 firms and has passed the Series 65, Series 63, SIE, Series 22 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.
GOLD FINCH REAL ESTATE, LLC POSITION: OWNER/PARTNER WITH MY WIFE, LAURA M LOGAN NATURE: LANDLORD INVESTMENT RELATED: YES NUMBER OF HOURS: 1 INVESTMENT RELATED HOURS: 1 START DATE: 12/01/2010 ADDRESS: 1344 E MAIN STREET, OTHELLO WA 99344 DESCRIPTION: I PURCHASED A BUILDING FOR MY INSURANCE BUSINESS. UPON THE ADVICE OF TAX COUNSEL, I FORMED AN LLC TO OWN THE BUILDING AND MY INSURANCE BUSINESS WOULD PAY RENT FOR THE BEST TAX ADVANTAGES. SHAWN R. LOGAN INSURANCE POSITION: OWNER/MANAGER NATURE: PROPERTY & CASUALTY INS INVESTMENT RELATED: NO NUMBER OF HOURS: 120 INVESTMENT RELATED HOURS: 3 START DATE: 06/21/1991 ADDRESS: 1344 E MAIN STREET, OTHELLO WA 99344 DESCRIPTION: I HAVE A PROPERTY & CASUALTY INSURANCE AGENCY WITH THREE FULL-TIME EMPLOYEES WHO ARE ENGAGED IN THE SALES AND SERVICE OF HOME, AUTO, & BUSINESS INSURANCE. SHAWN R. LOGAN INSURANCE POSITION: OWNER NATURE: SALE OF TRADITIONAL LIFE INSURANCE, FIXED ANNUITIES, EQUITY INDEX ANNUITIES, AND INDEXED UNIVERSAL LIFE INSURANCE. INVESTMENT RELATED: YES NUMBER OF HOURS: 5 INVESTMENT RELATED HOURS: 5 START DATE: 04/01/1998 ADDRESS: 1344 E MAIN ST, PO BOX 544, OTHELLO WA 99344 DESCRIPTION: I SOLICIT, SELL, AND SERVICE THE ABOVE PRODUCTS. MAYOR OF OTHELLO, WA POSITION: MAYOR NATURE: SMALL CITY GOVERNMENT OF CITY OF 8,200 RESIDENTS INVESTMENT RELATED: NO NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/01/2014 ADDRESS: 500 E MAIN STREET, OTHELLO WA 99344, UNITED STATES DESCRIPTION: CONDUCT EVENING CITY COUNCIL MEETINGS. ONCE WEEKLY STAFF MEETINGS. ATTEND CEREMONIES OF NEW BUSINESSES. PROVIDE VISION AND OVERSIGHT OF CITY AND OPERATIONS THROUGH STAFF PERSONS WHO RUN THE VARIOUS DEPARTMENTS OF CITY FUNCTIONS. GOLDFINCH REAL ESTATE, LLC POSITION: PART-OWNER NATURE: LLC FORMED FOR INCOME TAX ADVANTAGE TO RENT TO MY BUSINESS OFFICE. INVESTMENT RELATED: NO NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2013 ADDRESS: 1344 E MAIN ST, OTHELLO WA 99344, UNITED STATES DESCRIPTION: ANNUAL FINANCIAL REPORTS ADAMS COUNTY DEVELOPMENT COUNCIL NOT INVESTMENT RELATED; CHAIRMAN; NATURE: ECONOMIC DEVELOPMENT ORGANIZATION; 5 HOURS PER MONTH AND 0 DURING TRADING HOURS ADDRESS: 425 E MAIN ST OTHELLO WA 99344; START: 1/1/2024; DUTY: CHAIRMAN OF THE COUNTY ECONOMIC DEVELOPMENT ORGANIZATION. MISSION IS TO ATTRACT BUSINESS AND JOBS TO THE COUNTY WHILE ASSISTING EXISTING BUSINESS.
CRS (Client Relationship Summary) - RIA
Click below to view Shawn Richard Logan's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Shawn Richard Logan'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 12, 2014 - Present
GWN SECURITIES INC.
Office #1: 1344 East Main St., Othello, WA 99344RIA
BD
CRD#: 128929
Othello, WA
Current
October 28, 2013 - Present
GWN SECURITIES INC.
Office #1: 1344 East Main St., Othello, WA 99344RIA
BD
CRD#: 128929
Othello, WA
Past
August 3, 2009 - October 31, 2013
LINCOLN INVESTMENT
BD
CRD#: 519
OTHELLO, WA
Past
December 13, 2001 - August 4, 2009
SIGNATOR FINANCIAL SERVICES, INC.
BD
CRD#: 19061
OTHELLO, WA
Past
April 10, 1984 - December 31, 2001
MML INVESTORS SERVICES, LLC
BD
CRD#: 10409
SPRINGFIELD, MA
Past
March 19, 1984 - January 2, 1988
MASSACHUSETTS MUTUAL LIFE INSURANCE COMPANY
BD
CRD#: 2682
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
Washington(10/28/2013)
IAR
Washington(3/12/2014)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product 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
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GWN SECURITIES INC.
CRD#: 128929Othello, WA 99344TRUST BUT VERIFY
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Contact information
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