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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-06 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edh Wealth Advisors | Appleton | WI | 09/2011 | 01/2017 |
| Sii Investments, Inc. | Appleton | WI | 07/2016 | 02/2018 |
| Lpl Financial Llc | Appleton | WI | 02/2018 | Present |
| Advisors' Pride, Inc. (Dba: Provisions Wealth Planners) | Appleton | WI | 02/2018 | 10/2022 |
| Rightstone Financial | Appleton | WI | 02/2017 | 02/2018 |
| Gateway Wealth Partners, Llc | Appleton | WI | 10/2022 | Present |
1. 02/14/2018 - Imeriti Financial Network - Investment Related - Non-Variable Insurance - Insurance Sales - Life, Fixed Annuity. 2. 02/14/2018 - Rightstone Financial, Inc. - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 08/01/2016. 3. 4/11/2018 - Advisors' Pride, Inc. - DBA: (HYBRID) Provisions Wealth Planners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 02/15/2018 - 100 Hours Per Month/80 Hours During Securities Trading - I provide administrative support to Advisors' Pride, Inc, an independent investment advisor firm. I started this business activity in 4/2018. I expect to spend approximately 100 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. 4. 4/11/2018 - Provisions Wealth Planners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - 3 Hours Per Month/2 Hours During Securities Trading. 5. 03/03/2022 - Gateway Financial Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 12/31/2021 - 20 Hours Per Month/2 Hours During Securities Trading 6. 03/15/2022 - Advisors' Pride Inc - DBA: Gateway Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - (Hybrid) Registered Investment Advisor DBA - Start Date - 12/31/2021 - 20 Hours Per Month/2 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 12/2021. I expect to spend approximately 20 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. 7. 3/17/2022 - Gateway Partners Holdings, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 12/31/2021 - 20 Hours Per Month/2 Hours During Securities Trading 8. 3/30/2023 - Gateway Growth Partners, LLC - Not Investment Related - At Reported Business Location(s) - 12/15/2022 - 1 Hours Per Month/1 Hours During Securities Trading 9. 09/08/2023 - Gateway Wealth Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/26/2022 - 100 Hours Per Month/ During Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 100 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 | 2003-11-10 |
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