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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-03 |
Branch Locations
Owings Mills, MD • 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 |
|---|---|---|---|---|
| National Planning Corporation | Pikesville | MD | 08/2015 | 11/2017 |
| Lpl Financial Llc Dba Gateway Financial Partners | Owings Mills | MD | 11/2017 | Present |
| Gateway Wealth Partners, Llc | Owings Mills | MD | 10/2023 | Present |
| Pinson Wealth Management | Owings Mills | MD | 05/2005 | Present |
1. 11/29/2017 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 10/04/2017 - Pinson Wealth Management DBA for LPL business - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 5/3/2005 3. 10/24/2023 - Gateway Wealth Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/13/2023 - 80 Hours Per Month/ 4 Hours During Trading - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 80 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. 4. 02/24/2026 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start Date 10/01/2006 - 1 Hour Per Month/1 Hour During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-01 |
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