TWD Securities, LLC
Firm details
- Headquarters
- Petaluma, California
- CRD number
- 143380
- Registered since
- August 3, 2026
Firm profile
FINTRXOverview
TWD Securities, LLC is organized as a limited liability company and is shown in FINTRX as having registered with the SEC in 2026. Ownership is recorded as a combination of a domestic entity and an individual, and the firm’s classification is listed as unclassified. FINTRX flags that TWD Securities is not a capital allocator, does not identify as an active ESG investor, and is not recorded as a multi-state or newly formed adviser. The firm has not provided descriptions of its client segments, fee schedules, core business activities, or advisory offerings in the FINTRX record. Likewise, there are no disclosed affiliations or industry activity details available through the source data.
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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