Kristopher Bonocore

Current Employers

Employment History

• 05/2013 → 07/2017
  The Mutual Fund Store/Financial Engines
  Overland Park, KS
• 03/2012 → 10/2016
  Tmfs Advisors, Llc
  Overland Park, KS
• 10/2016 → 11/2016
  Financial Engines Advisor Center, Llc
  Overland Park, KS
• 11/2016 → 07/2017
  Financial Engines Advisors L.L.C.
  Overland Park, KS
• 07/2017 → 01/2018
  Unemployed
  Jupiter, FL
• 01/2018 → 02/2019
  Lendingone, Llc
  Boca Raton, FL
• 09/2018 → Present
  Lpl Financial Llc
  Boca Raton, FL
• 03/2019 → Present
  Gladstone Institutional Advisory (Dba: Gladstone Wealth Group)
  Boca Raton, FL

Previous Registrations

• 2016-11-30 → 2017-07-24
  Edelman Financial Engines
  Overland Park, KS
• 2016-08-19 → 2016-11-30
  Financial Engines Advisor Center, Llc
  Overland Park, KS
• 2013-05-17 → 2016-10-26
  The Mutual Fund Store
  Harrisburg, PA
• 2012-07-23 → 2016-08-19
  The Mutual Fund Research Center, Research Center
  Overland Park, KS
• 2006-05-30 → 2012-03-21
  The Mutual Fund Store
  East Norriton, PA
• 2002-07-18 → 2006-05-08
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Pennington, NJ
  Pennington, NJ
  Pennington, NJ

Other Businesses

1.10/12/2018; Gladstone Wealth Group; DBA for LPL Business (entity for LPL business)- Inv Related; at Rep Bus Loc(s); Start Date 09/10/2018; 160hrs/mth; 8hrs during trading 2.10/12/2018; IBP Wealth Management; DBA for LPL Business (entity for LPL business)- Inv Related; at Rep Bus Loc(s); Start Date 09/10/2018; 160hrs/mth; 8hrs during trading 3.07/17/2019; Gladstone Wealth Group; DBA for LPL Business (entity for LPL business)- Inv Related; at Rep Bus Loc(s); Start Date 03/01/2019; 40hrs/mth; 8hrs during trading 4.07/17/2019; Investments By Planners; DBA for LPL Business (entity for LPL business)- Inv Related; at Rep Bus Loc(s); Start Date 03/01/2019; 20hrs/mth; 4hrs during trading 5.08/01/2019; Gladstone Wealth Group / Gladstone Institutional Advisory; Registered Investment Advisor; Investment Related; at Reported Business Location(s); Start Date 09/10/2018; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Gladstone Wealth Group, an independent investment advisor firm. I started this business activity on 8/1/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV... 6.08/01/2019; Investments By Planners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 09/10/2018; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Gladstone Wealth Group, an independent investment advisor firm. I started this business activity on 8/1/2019. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms Form ADV... 7.09/09/2020; KB Wealth Enterprises; Business Entity For Tax/Investment Purposes Only; Not Investment Related; Jupiter, FL; Start Date 09/01/2020; 160hrs/mth; 160hrs during trading 8.11/10/2020; Gladstone Wealth Partners; DBA for LPL Business (entity for LPL business)- Inv Related; at Rep Bus Loc(s); Start Date 10/01/2020; 160hrs/mth; 140hrs during trading 9.11/18/2020; GWP Holdings, LLC; Business Entity For Tax/Investment Purposes Only; Investment Related; at Reported Business Location(s); Start Date 10/01/2020; 160hrs/mth; 140hrs during trading 10.05/11/2023; Gladstone Aggregator, LLC (Partner owned entity); Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/01/2023; hrs/mth; hrs during trading 11.02/07/2024; The Carolina Quarry, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/19/2023; 0hrs/mth; 0hrs during trading 12.09/10/2025; Integrity, LLC; Outside/W-2 Employment; Not Investment Related; Palm Beach Gardens,FL; Start Date 10/28/2022; 0hrs/mth; 0hrs during trading 13.09/11/2025; Gladstone Wealth Partners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 10/01/2020; 160hrs/mth; 140hrs during trading; 14.07/28/2026; Bono Holdings Chalet, LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 06/26/2026; 0hrs/mth; 0hrs during trading 15. 7/28/2026 - Bono Holdings Longleaf, LLC -Business Entity For Tax/Investment Purposes Only- Not Inv Rel- Jupiter, FL- Start 6/26/26- 0 hrs a mth/ during trading 16. 8/4/2026- MarketModel.com and MacroSPX.com- Outside/W-2 Employment- Not Inv Rel- Jupiter, FL- Start 09/15/2026- 8 hrs a mth/ 0 hrs during trading

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-03-01
• S66 Uniform Combined State Law Examination
  2002-07-17

Other Names

• Kristopher Bonocore
• Kristopher Nmn Bonocore
• Kris Bonocore