TWD Securities, LLC
Firm details
- Headquarters
- Petaluma, California
- CRD number
- 143380
- Registered since
- August 28, 2007
Firm profile
FINTRXOverview
TWD Securities, LLC is organized as a limited liability company and appears on SEC records with a registration date of 2007. The filing characterizes ownership as a combination of a domestic entity and an individual. The record does not include a firm-provided description of advisory or business activities. The profile indicates the firm is not identified as a capital allocator, is not an active ESG investor, and is not flagged as a multi-state or newly formed adviser.
Assets & Accounts
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Owners & executives
1 of 1
Cosmo Gould
Chief Compliance OfficerCRD 5033874
Contacts
2 of 2Elizabeth Collins
FinOpCRD 4714831
James Owen
CRD 5092598
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Petaluma, CA
Sonoma
Location
Petaluma, CA
Headquartered in Petaluma, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Sonoma
- Address
- 1903 Cardinal Way
- Time zone
- PT (UTC-8)
- Office locations
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