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 reported to have become SEC-registered in 2026. Ownership is listed as a combination of a domestic entity and an individual. Publicly available metadata classifies the firm as "unclassified" rather than assigning it to a standard RIA segment, and the source indicates it is not a capital allocator. Flags in the record show the firm is not an active ESG investor, not a multistate adviser, and is not identified as a newly formed adviser. The dataset does not include descriptions of business lines, advisory activities, client types, fee schedules, or affiliated entities, so there is no published detail on the firm's service model, target client profile, or stated investment philosophy.
Assets & Accounts
Investments & Alternatives
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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