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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-20 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Melville, NY • 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 |
|---|---|---|---|---|
| Td Waterhouse Investor Services Inc | New York | NY | 03/1999 | 01/2021 |
| Bridgeway Wealth Partners, Llc | New York | NY | 01/2021 | 11/2023 |
| Gladstone Wealth Partners | Melville | NY | 11/2023 | Present |
11/2023 - Gladstone Institutional Advisory LLC - Registered Investment Adviser DBA - Integrity Point Advisors- INV REL - At Reported Business Location(s); 160 hours a month during securities trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-03 |
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