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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-28 |
Branch Locations
207 N Academy St Suite 100, Janesville, WI 53548 • United States
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-14 |
| CO | RA | APPROVED | 2018-08-20 |
| WI | RA | APPROVED | 2018-02-14 |
Branch Locations
207 N Academy St, Suite 100, Janesville, WI 53548 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodbury Financial | Janesville | WI | 07/2005 | 02/2017 |
| Sii Investments, Inc. | Janesville | WI | 02/2017 | 02/2018 |
| Lpl Financial Llc | Janesville | WI | 02/2018 | Present |
| Shaw Holden Financial | Janesville | WI | 08/2001 | 02/2025 |
| Gateway Financial Partners | Janesville | WI | 02/2025 | Present |
| Gateway Wealth Partners, Llc | Appleton | WI | 04/2026 | Present |
1. 02/14/2018 - CUTTING EDGE SNOW REMOVAL - Not Investment Related - Other - SNOW REMOVAL BUSINESS - OWNER. 2. 02/14/2018 - No Business Name - Investment Related - Non-Variable Insurance - Sells FA's and FIA's. 3. 02/14/2018 - ALBION FIREWORKS - Not Investment Related - Other - RETAIL FIREWORKS BUSINESS - OWNER. 4. 09/05/2018 - Shaw Holden Financial - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 08/01/2001 - 240 Hours Per Month/120 Hours During Securities Trading. 5) 01/24/2025 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:01/22/2025 - 120 Hrs/Mth - 120 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-04 |
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