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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2015-08-12 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
10 Broad Street Suite 202, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Red Bank | NJ | 05/2015 | Present |
| Gladstone Wealth Partners | Red Bank | NJ | 08/2015 | Present |
1. 5/29/2015 - GLADSTONE WEALTH GROUP - Investment Related - At Reported Business Location(s) - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - Start Date 5/29/2015 - Time Spent 100%. 2. 8/13/2015 - GLADSTONE INSTITUTIONAL ADVISORY - DBA: (Hybrid) Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - REGISTERED INVESTMENT ADVISOR HYBRID - START 08/10/2015 - 100 Hours Per Month During Securities Trading. 3. 4/30/2018 - book of brokers(not an agency) - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 03/26/2018 - 5 Hours Per Month/2 Hours During Securities Trading. 4. 05/2015 - LPL Financial - broker-dealer registered representative - INV REL - At Reported Business Location(s) - 80 hours a month during securities trading. 5. 08/2015 - Gladstone Institutional Advisory LLC - Registered Investment Advisor (Hybrid) - INV REL - At Reported Business Location(s) - 80 hours a month during securities trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-02-22 |
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