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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-12-16 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
41-750 Rancho Las Palmas Suite B-2, Rancho Mirage, CA 92270 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Kennewick | WA | 04/2016 | 02/2019 |
| Various Insurance Carriers For W&R Insurance Agencies | Kennewick | WA | 04/2016 | 02/2019 |
| Waddell & Reed, Inc | Shawnee Mission | KS | 04/2019 | 07/2021 |
| Unemployed | Kennewick | WA | 02/2019 | 04/2019 |
| Lpl Financial Llc | Overland Park | KS | 07/2021 | 12/2021 |
| Lpl Financial Llc | Kennewick | WA | 01/2022 | 01/2024 |
| Financial Advocates Investment Management | Kennewick | WA | 01/2022 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Scottsdale | AZ | 04/2024 | 09/2024 |
| Bank Of America, N.A. | Scottsdale | AZ | 06/2024 | 09/2024 |
| Lpl Financial Llc | Rancho Mirage | CA | 09/2024 | Present |
| Gateway Wealth Partners, Llc | Rancho Mirage | CA | 12/2025 | Present |
1) 05/09/2024 - Householder Group Estate & Retirement Specialists - DBA for LPL Business (entity for LPL business) - Investment Related - at reported business location(s) 2) 09/13/2024 - Householder Group Estate & Retirement Specialists - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/15/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Householder Group Estate & Retirement Specialists, an independent investment advisor firm. I started this business activity in 5/2024. 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. 3) 09/13/2024 - Householder Group Estate & Retirement Specialists - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 05/15/2024 - 160 Hours Per Month/ 8 Hours During Trading 4) 01/27/2026 - Gateway Wealth Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 12/15/2025 - 160 hours per month/ 120 hours during trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 12/2025. 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. 5) 01/28/2026 - Gateway Financial Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/15/2025 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-09 |
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