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 has been SEC-registered since 2007. The entity is listed as owned by a domestic entity/individual and is classified in the snapshot as "Unclassified." The firm's public snapshot provides minimal operational detail: there are no entries for its client base, fee structure, or specific advisory activities in the available data. The profile flags a number of negative indicators in the snapshot — the firm is not identified as a capital allocator, is not an active ESG investor, is not registered as a multi-state adviser, is not characterized as newly formed, and is not recorded as a pension consultant or related adviser.
Assets & Accounts
Investments & Alternatives
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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