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 as SEC-registered in 2026. Ownership is listed as a combination of a domestic entity and an individual. The firm is classified as “unclassified” in the dataset and is not identified as a capital allocator, multi-state adviser, pension consultant, or related adviser. It is also not marked as an active ESG investor. The dataset contains very limited operational detail: there are no entries for client segments, fee schedule, core business activities, or advisory services. The firm has not provided additional commentary on its investment strategy, target client profile, or service model in the available records.
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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