GB
Gregory T. Branch
Some features on this profile are disabled
CRD#: 3110327
GB
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Gregory T Branch Jr, who also goes by Gregory Tyrone Branch Jr, Gregory Tyrone Branch, was a registered financial professional .
Gregory is a previously registered financial professional and started their career in finance in 2001. Gregory had worked at 8 firms and has passed the Series 65, Series 63, SIE, Series 7 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Gregory Tyrone Branch Jr | Gregory Tyrone Branch
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) INSURANCE BROKERAGE | INVESTMENT RELATED: YES | DBA NAME: 1847 FINANCIAL | POSITION HELD: AGENT |ADDRESS: 5201 BLUE LAGOON DRIVE, SUITE 800, MIAMI, FL 33126 | START DATE: 3/12/2020 | NATURE OF ACTIVITY: LIFE INSURANCE BROKERAGE | APPROX HRS PER MTH: OVER 140 HRS | APPROX TRADING HRS PER MTH: OVER 140 HRS | DESCRIPTION OF DUTIES: SALES & SERVICE OF BROKERAGE; AND LIFE, ACCIDENT, HEALTH/DI/LTC AND ANNUITY ACCOUNTS FOR MULTIPLE INSURANCE CARRIERS INCLUDING THE PENN MUTUAL LIFE INS. CO. 2) BOARD OF DIRECTORS FOR CITY OF MIAMI BEACH | INVESTMENT RELATED: NO | DBA NAME: | POSITION HELD: BOARD MEMBER | ADDRESS: 1700 CONVENTION CENTER DR, MIAMI BEACH, FL 33139 | START DATE: 1/1/2019 | NATURE OF ACTIVITY: OTHER - CITY OF MIAMI BEACH | APPROX HRS PER MTH: 10-25 HRS | APPROX TRADING HRS PER MTH: LESS THAN 10 | DESCRIPTION OF DUTIES: AS BOARD MEMBER ON PERSONNEL BOARD FOR THE CITY OF MIAMI BEACH; THIS IS AN ELECTED POSITION. CITY OF MIAMI BEACH - BLACK AFFAIRS COMMITTEE POSITION: Vice Chairman NATURE: Civic activity INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2021 ADDRESS: 1700 Convention Center Drive, Miami Beach FL 33139, United States DESCRIPTION: Construct and review proposals/ideas to reinforce diversity in our civic life (within Miami Beach) THE ECO CHANNEL POSITION: Managing Director - Chief of Strategy NATURE: Media/production company INVESTMENT RELATED: No NUMBER OF HOURS: 25 SECURITIES TRADING HOURS: 0 START DATE: 12/01/2020 ADDRESS: 3200 Collins Avenue, 94, Miami Beach FL 33140, United States DESCRIPTION: My duties involve overseeing strategic relationships, programming and content development decisions, marketing/brand-building activities. CNBC CONTRIBUTOR POSITION: Contributor NATURE: Television appearances INVESTMENT RELATED: Yes NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 15 START DATE: 10/05/2021 ADDRESS: 900 Sylvan Avenue, Englewood Cliffs NJ 07632, United States DESCRIPTION: I will appear weekly on four CNBC shows on a rotating, as requested basis -- Worldwide Exchange, Squawk Box, Power Lunch, and Closing Bell. I will provide macroeconomic analysis and commentary on market conditions. RENTAL SHARING Is Not Investment Related, 3200 Collins Ave, #94, Miami Beach, FL, 33140, United States", 2022-06-01, 0 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Daniel contributes half the rent and utilities to my account each month for the apartment we rent together at 3200 Collins Ave (owned by Jose Gonclaves Pita). This ranges each month from $1300 to $1450 VERITAS FINANCIAL Investment Related, 5701 Sunset Drive, #250, Coral Gables, FL, 33413, United States", 2020-16-11, 160 hours per month, 160 hours per month during trading hours, Commission Compensation, This is my Securities DBA through which I conduct my investment business with clients. XAVATAR Is Not Investment Related, Entertainment Tech, Board Advisor, 2023-03-01, 10 hours per month, 0 hours per month during trading hours, No Compensation Compensation, Advise management team on strategy and execution with regard to building content and infrastructure for the Metaverse
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
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
Past
December 22, 2020 - April 2, 2024
GWN SECURITIES INC.
RIA
CRD#: 128929
MIAMI, FL
Past
November 18, 2020 - April 2, 2024
GWN SECURITIES INC.
BD
CRD#: 128929
MIAMI, FL
Past
March 13, 2020 - September 11, 2020
HORNOR, TOWNSEND & KENT, LLC
BD
CRD#: 4031
MIAMI, FL
Past
March 6, 2018 - September 26, 2019
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
MIAMI, FL
Past
March 26, 2012 - January 8, 2013
CANACCORD GENUITY LLC
BD
CRD#: 1020
NEW YORK, NY
Past
August 6, 2009 - September 26, 2012
CANACCORD GENUITY SECURITIES LLC
BD
CRD#: 24790
MIAMI BEACH, FL
Past
August 16, 2007 - July 9, 2009
UBS SECURITIES LLC
BD
CRD#: 7654
NEW YORK, NY
Past
November 1, 2002 - May 23, 2007
SANFORD C. BERNSTEIN & CO., LLC
BD
CRD#: 104474
NEW YORK, NY
Past
September 20, 2001 - June 17, 2002
BROADVIEW INTERNATIONAL LLC
BD
CRD#: 27265
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.
Visual representation of state registrations
This advisor is not registered in any state.
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
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)
Upgrade to AdvisorCheck Premium
Get A Biweekly Pulse, AutomaticallyReceive biweekly alerts automatically. Stay informed and proactive.
Catch Firm-Level Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.
See Trends. Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.
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.
