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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2025-05-14 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc Dba Gateway Financial Partners | Brandon | MS | 09/2009 | Present |
| Householder Group Estate & Retirement Specialists | Branden | MS | 03/2016 | 05/2025 |
| Gateway Wealth Partners, Llc | Brandon | MS | 05/2025 | Present |
(1) 09/15/2011: HENLEY FINANCIAL SERVICES - NON-VARIABLE INSURANCE - INV REL - AT REPORTED BUSINESS LOCATION(S) - AGENT REPRENTING FIXED INSURANCE COMPANIES - TIME SPENT 35% (2) 05/29/2014: NO BUSINESS NAME - NON-VARIABLE INSURANCE - NOT INV REL - AT REPORTED BUSINESS LOCATION(S) - Agent selling life insurance products of Cincinnati Life. - 5% Time Spent (3)0/08/2009: LPL Financial LLC dba Gateway Financial Partners - Investment Related - Broker Dealer - Registered Rep - At Reported Business Location(s) - 160 hours/month, same during securities trading hours; Sale of brokerage services to clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-03 |
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