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DD

Daniel W. Dearment

GWN SECURITIES
Bedford, PA 15522
Some features on this profile are disabled
CRD#: 5414970
DD

Professional summary


Daniel William Dearment, who also goes by Daniel W Dearment, is a registered financial advisor currently at GWN SECURITIES INC. located in Bedford, Pennsylvania.

Daniel is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2008. Daniel has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Daniel W Dearment

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.
DBA-DEARMENT FINANCIAL SERVICES/FRIENDS COVE MUTUAL INSURANCE CO, 500 E PITT ST, BEDFORD, PA 15522, PRESIDENT & CEO, START 11/04, TIME 75% INCOME 64%/ GRINNELL MUTUAL INSURANCE COMPANY POSITION: Director NATURE: Grinnell Mutual Insurance Company (and its reinsurance arm - Grinnell Mutual Reinsurance Company) provide property/casualty insurance directly to consumers and reinsurance directly to mutual insurance companies. There are no investment products offered by Grinnell Mutual. INVESTMENT RELATED: No NUMBER OF HOURS: 15 SECURITIES TRADING HOURS: 8 START DATE: 06/26/2019 ADDRESS: 4215 Highway 146 South, P.O. Box 790, Grinnell IA 50112-0790, United States DESCRIPTION: Serve as a director on the board of Grinnell Mutual Insurance Company (and its reinsurance arm -Grinnell Mutual Reinsurance Company). Provide input on decisions affecting the company, its business plans and operational activities. BEDFORD METHODIST CHURCH INVESTMENT RELATED: Is Not Investment Related, ADDRESS "132 E John St, , Bedford, PA, 15522, United States", NATURE: Methodist Church, POSITION: Member of Administrative Board, 1/1/2026, 2 hours per month, 0 hours per month during trading hours, No Compensation Compensation DESCRIPTION: "Serve on the administrative board of the Bedford Methodist Church. Responsibilities include oversight of the church as a whole, including facilities, staff, operations, missions and other related aspects. This board functions in a similar way to a corporate board of directors, but adapted to plan and oversee the activities of a charitable religious organization." BEDFORD COUNT DEVELOPMENT ASSOCIATION INVESTMENT RELATED: Is Not Investment Related, ADDRESS": "One Corporate Dr., Suite 101, , Bedford, PA, 15522, United States", Bedford County Business Development, Member - Board of Directors, START DATE; 1/1/2026, 2 hours per month, 0 hours per month during trading hours, No Compensation Compensation DESCRIPTION: Serve as a member of the board of directors of the organization. The organization's stated mission is to "improve the quality of life in Bedford County through economic development while preserving our heritage and natural resources." In this role, I will one of twelve voting members of the Board of Directors that will guide the strategy and the management of the organization to help to develop Bedford County by making the county an attractive location for businesses to relocate, operate and grow our community."

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Daniel William Dearment's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

CRS (Client Relationship Summary) - BD


Click below to view Daniel William Dearment's CRS (Customer Relationship Summary).
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®
None

Experience


Current

September 4, 2015 - Present

GWN SECURITIES INC.

Office #1: 500 E. Pitt St, Bedford, PA 15522
RIA
BD
CRD#: 128929
Bedford, PA
Current

September 4, 2015 - Present

GWN SECURITIES INC.

Office #1: 500 E. Pitt St, Bedford, PA 15522
RIA
BD
CRD#: 128929
Bedford, PA
Past

February 15, 2011 - September 8, 2015

LEGEND ADVISORY, LLC

RIA
CRD#: 104761
BEDFORD, PA
Past

November 21, 2008 - September 8, 2015

LEGEND EQUITIES CORPORATION

BD
CRD#: 30999
BEDFORD, PA

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
California
(10/3/2024)
RR
Maryland
(11/16/2023)
RR
New Hampshire
(10/3/2024)
RR
New York
(11/16/2023)
RR
Ohio
(8/27/2020)
RR
Pennsylvania
(9/4/2015)
IAR
Pennsylvania
(9/4/2015)
RR
Texas
(6/4/2024)
RR
Virginia
(11/16/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 11/19/2008
Uniform Securities Agent State Law Examination
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)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

FINRA licenses (51 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Customer Relationship Summary (CRS / FINRA)Latest Form ADV

Part 2 Brochures

GWN FORM ADV BROCHURE (4/11/2025)

Direct owners and executive officers


NamePositionCRD#
WORLD INVESTMENT NETWORKOWNER
BORNHEIMER, LAURA JEANETTEVICE PRESIDENT/CHIEF COMPLIANCE OFFICER/ROSFP1769643
CORBIN, BRAD JEFFREYSENIOR VICE PRESIDENT OF BUSINESS DEVELOPMENT AND MARKETING1754065
RITTMAN, BARRY RICHARDCFO FINOP VP1997994
WALSH, DENIS STEPHENCEO/EXEC DIRECTOR/ MUNICIPAL PRINCIPAL, PRESIDENT1124278
WALSH, MARY THERESESECRETARY2829444

Regulatory assets under management


Total Number of Accounts64,207
AUM (Assets Under Management)$ 3,650,274,405

Disclosures


Regulatory Event2

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#: 128929Bedford, PA 15522

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