GM
Glenn C. Mayo
GWN SECURITIES
Corpus Christi, TX 78411
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CRD#: 2520054
GM
Professional summary
Glenn Curtis Mayo is a registered financial advisor currently at GWN SECURITIES INC. located in Corpus Christi, Texas.
Glenn is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1995. Glenn has worked at 5 firms and has passed the Series 65, 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) South Texas Benefits, LLC., owner and agent, Also DBA Aspire Wealth Strategies, located at 5402 Holly Rd., Suite 2108, Bldg. B, Corpus Christi, Texas 78411. Insurance and investment related: markets life, health, and supplemental insurance products and retirement plans for businesses and individuals, sale of fixed and indexed annuities through various insurance companies. Spends approx. 40 hours per week during and after trading hours. Currently holds the following insurance licenses in Texas - General Lines Agent - life, accident, health, hmo; Life & Health Insurance Counselor. 2) Board member - Robin & Lou Carter Family Foundation - non-investment related; spend 2-3 hours per year at annual meeting; help make decisions on annual donation. 3) CORPUS CHRISTI ESTATE PLANNING COUNCIL POSITION: President NATURE: The Corpus Christi Estate Planning Council is a networking and continuing education organization for members of various professions that may be involved directly or indirectly in estate planning such as attorneys, accountants, trust officers, investment and insurance advisors. INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2021 ADDRESS: P.O. Box 951, Corpus Christi TX 78403, United States DESCRIPTION: I am moving up from Vice President to President this month. New role will be to direct the monthly board of directors meeting and help plan the annual day of education to be held in May 2025. ASPIRE WEALTH STRATEGIES, Is Investment Related, DBA, Financial Professional, 2017-06-14,160 hours per month, 160 hours per month during trading hours, Commission Compensation, Securities DBA used in conjunction with Investment Sales.
CRS (Client Relationship Summary) - RIA
Click below to view Glenn Curtis Mayo's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Glenn Curtis Mayo'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
June 14, 2017 - Present
GWN SECURITIES INC.
Office #1: 5402 Holly Road Build. B, Suite 2108, Corpus Christi, TX 78411RIA
BD
CRD#: 128929
Corpus Christi, TX
Current
June 14, 2017 - Present
GWN SECURITIES INC.
Office #1: 5402 Holly Road Build. B, Suite 2108, Corpus Christi, TX 78411RIA
BD
CRD#: 128929
Corpus Christi, TX
Past
August 19, 2015 - June 14, 2017
ISC ADVISORS, INC.
RIA
CRD#: 166586
CORPUS CHRISTI, TX
Past
July 7, 2006 - December 31, 2013
INSTITUTIONAL SECURITIES CORPORATION
RIA
CRD#: 20291
CORPUS CHRISTI, TX
Past
March 19, 2001 - June 14, 2017
INSTITUTIONAL SECURITIES CORPORATION
BD
CRD#: 20291
CORPUS CHRISTI, TX
Past
April 1, 1999 - March 19, 2001
PLANMEMBER SECURITIES CORPORATION
BD
CRD#: 11869
CARPINTERIA, CA
Past
December 8, 1995 - June 19, 1998
NYLIFE SECURITIES LLC
BD
CRD#: 5167
NEW YORK, NY
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
Texas(6/14/2017)
IAR
Texas(6/14/2017)
Exams
State Security Law Exam
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.
