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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-06 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
908 Taylorville Rd. Suite 105, Grass Valley, CA 95949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Grass Valley | CA | 03/2015 | 05/2019 |
| Robert W. Baird & Co. Incorporated | Grass Valley | CA | 05/2019 | 11/2023 |
| Training Zone | Grass Valley | CA | 09/2015 | 01/2024 |
| Gateway Wealth Partners, Llc | Grass Valley | CA | 11/2023 | Present |
| Lpl Financial Llc | Grass Valley | CA | 11/2023 | Present |
1) 09/25/2023 - Gateway Financial Partners LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 11/2023 - 160 Hr/Mth 2) 09/25/2023 - Logi Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Non-Inv Rel - At Reported Business Location(s) - Start: 04/2023 3) 11/27/2023 - Gateway Wealth Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/9/2020 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 11/2020. 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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-07-06 |
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