Best Investors
Account
Sign in
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-12-16 |
| NE | RA | APPROVED | 2022-03-02 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
12801 Pierce St #100, Omaha, NE 68144 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Omaha | NE | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 03/2021 |
| Silverleaf Advisor Group, Llc | Omaha | NE | 03/2021 | 03/2022 |
| Lpl Financial, Llc | Omaha | NE | 03/2021 | Present |
| Gladstone Wealth Partners | Omaha | NE | 03/2022 | Present |
1) 03/01/2021 - Silverleaf Wealth Management - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 03/2021 2) 04/22/2021 - Silverleaf Advisor Group, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 03/18/2021 - 176 Hours Per Month/ 136.5 Hours During Trading - I provide investment advisory services through Silverleaf Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 03/2021. I expect to spend approximately 176 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. 3) 09/10/2021 - VWM THOUGHTFUL WEALTH ADVISOR - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 03/18/2021 - 160 Hours Per Month/130 Hours During Securities Trading. 4) 04/12/2022 - Gladstone Institutional Advisory - DBA: Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date - 03/31/2022 - 160 Hours Per Month/ 8 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 4/2022. 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 |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-11-13 |
Reach out to this advisor