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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-12 |
| IL | RA | APPROVED | 2022-10-06 |
Branch Locations
Fort Lauderdale, FL • United States
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | St. Charles | IL | 02/2003 | Present |
| Advisors' Pride, Inc. | St. Charles | IL | 03/2015 | 09/2022 |
| Gateway Wealth Partners, Llc | St. Charles | IL | 10/2022 | Present |
1) 2/6/2003: NO BUSINESS NAME - Investment Related - At Reported Business Location(s) - NON-VARIABLE INSURANCE 2) 5/5/2015: BOBER WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - BUSINESS ENTITY FOR TAX/INVESTMENT PURPOSES ONLY - Started 04/01/2014 - 1 Hour Per Month/0 Hours During Securities Trading. 3) 5/19/2016: Bober Wealth Management Company - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 06/01/2016 - 25 Hours Per Month/10 Hours During Securities Trading. 4) 5/25/2016: Bober Wealth Management Company - DBA: (HYBRID) Bober Wealth Management Company - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start 06/01/2016 - 75 Hours Per Month/6 Hours During Securities Trading - IAR. 5) 12/8/2016: Crump - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 12/02/16 - 1 Hour Per Month/0 Hours During Securities Trading. 6) 12/7/2022 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 04/01/2022 - 200 Hours Per Month/200 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 04/2022. I expect to spend approximately 200 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. 7) 1/11/2023 - Gateway Wealth Partners - DBA: Bober Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date - 12/19/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Bober Wealth Management, an independent investment advisor firm. I started this business activity in 12/2022. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-08 |
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