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 recorded in FINTRX as owned by both a domestic entity and an individual. The firm is listed as "Unclassified" and is not identified as a capital allocator. FINTRX indicates TWD Securities does not self-identify as an active ESG investor, is not a multi-state adviser, and is not a related adviser or pension consultant. The record shows an SEC registration year of 2026. The firm has not supplied descriptive detail about its advisory activities, fee structure, client segments, or investment preferences. FINTRX also indicates no information was provided about the firm’s activities and affiliations, which limits visibility into how the business positions itself, its service model, or its target client types.
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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