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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-15 |
| CA | RA | APPROVED | 2025-10-14 |
Branch Locations
9915 Mira Mesa Blvd. Suite 240, San Diego, CA 92131 • United States
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | San Diego | CA | 01/2002 | 01/2023 |
| Purshe Kaplan Sterling Investments, Inc. | San Diego | CA | 01/2023 | 10/2025 |
| Aurora Wealth Advisors Dba Sandena, Inc. | San Diego | CA | 01/2023 | 10/2025 |
| Lpl Financial Llc | San Diego | CA | 10/2025 | Present |
| Gladstone Wealth Partners | San Diego | CA | 10/2025 | Present |
1) 10/13/2025- Aurora Wealth Advisors - Non-Variable Insurance - Investment Related - San Diego, CA 92131 - OBA Start Date: 09/29/2025 - 10 Hrs/Mth - 2 Hrs During Trading. 2. 10/13/2025- Aurora Wealth Advisors - DBA for LPL Business (entity for LPL business) - Investment Related -San Diego, CA 92131 - OBA Start Date: 09/17/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 3. 10/13/2025- Sandena, Inc. - Business Entity For Tax/Investment Purposes Only - Not Investment Related - San Diego, CA 92131 - OBA Start Date: 09/21/2018 - 5 Hrs/Mth - 2 Hrs During Trading . 4. 10/13/2025 - FreeBurn LLC - Real Estate Rental - Investment Related - Arvada, CO 80005 - OBA Start Date: 03/14/2025 - 0 Hrs/Mth - 0 Hrs During Trading. 5) 10/23/2025 - Aurora Wealth Advisors - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:12/20/2018 - 100 Hrs/Mth - 60 Hrs During Trading. 6) 10/24/2025 - Aurora Wealth Advisors - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:10/10/2018 - 0 Hrs/Mth - 0 Hrs During Trading. 7) 10/24/2025 - Gladstone Institutional Advisory, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date:09/17/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. I started this business activity in 9/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8) 10/24/2025 - Aurora Wealth Advisors - Investment Related -Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:09/17/2025 - 160 Hrs/Mth - 8 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-19 |
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