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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-04-30 |
| TX | RA | APPROVED | 2026-04-27 |
Branch Locations
Missouri City, TX • United States
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Houston | TX | 02/2013 | 07/2023 |
| Silver Oak Securities | Missouri City | TX | 07/2023 | 04/2026 |
| Gateway Wealth Partners, Llc | Appleton | WI | 04/2026 | Present |
| Elevation Advisory Partners, Llc | Missouri City | TX | 02/2023 | 04/2026 |
1) Elevation Advisory Partners,Is Investment Related,,Independent RIA,IAR,Branch office location, 2023-02-20,160 hours per month,140 hours per month during trading hours,Fee Based Compensation,IAR of an independent RIA 2) Open Road Wealth Management,Is Investment Related,,fixed insurance and annuity sales,Branch office location,Owner,2013-01-01,50 hours per month,50 hours per month during trading hours,Commission Compensation,fixed insurance and annuity sales 3) Villanova Univ. Mentor Program,Is Not Investment Related,"800 E. Lancaster Ave, , Villanova, PA, 19085, United States",mentor to college students,mentor,1/1/2021,10 hours per month,0 hours per month during trading hours,No Compensation Compensation,mentor to college students 4) Gateway Financial Partners; Investment-related; Missouri City, TX; Fixed Insurance; Insurance Agent; 5/1/2026; 5 hours/mo; 5 hours/trading; Insurance Sales.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-03 |
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