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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-16 |
| NY | RA | APPROVED | 2021-03-23 |
Branch Locations
105 Maxess Road Suite 314, Melville, NY 11747 • United States
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 10/2009 | 04/2017 |
| Lpl Financial, Llc | Melville | NY | 04/2017 | Present |
| Gladstone Wealth Partners | Melville | NY | 04/2017 | Present |
1) 01/06/2017 - The Choice Group - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 3/17/17. 2) 5/10/2017 - Gladstone Institutional Advisory, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 03/17/2017 - 80 Hours Per Month - Time Spent 50% - I provide investment advisory services through Gladstone Institutional Advisory an independent investment advisor firm. I started this business activity in March, 2017. I expect to spend approximately 80 hours per month on this activity. Please see the Form ADV of the advisory firm for more information at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3) 6/13/2017 - GLADSTONE INSTITUTIONAL ADVISORY LLC - DBA: (Hybrid) The Choice Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR- Started 03/17/2017 - 80 Hours Per Month - Time Spent 50% - I provide investment advisory services through Gladstone Institutional Advisory an independent investment advisor firm. I started this business activity in March, 2017. I expect to spend approximately 80 hours per month on this activity. Please see the Form ADV of the advisory firm for more information at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 01/27/2026 - FIXED INSURANCE - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/14/2026 - 10 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-15 |
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