Abraham M. Glaser

Current Employers

Employment History

• 06/2016 → 09/2016
  Rbc Capital Markets, Llc
  Leawood, KS
• 09/2016 → 07/2019
  Rbc Capital Markets, Llc
  Omaha, NE
• 07/2019 → 03/2022
  Silverleaf Advisor Group, Llc
  Omaha, NE
• 07/2019 → Present
  Lpl Financial, Llc
  Omaha, NE
• 08/2019 → Present
  Various Insurance Carriers
  Omaha, NE
• 02/2022 → Present
  Gladstone Wealth Partners
  Omaha, NE

Previous Registrations

• 2019-07-31 → 2022-03-31
  Silverleaf Advisor Group, Llc
  Omaha, NE
• 2016-06-16 → 2019-07-30
  Rbc Capital Markets, Llc
  Omaha, NE
  Leawood, KS
• 2013-11-27 → 2016-06-16
  Keel Point, Llc
  Huntsville, AL
  Leawood, KS
• 2011-01-05 → 2013-12-05
  Umb Financial Services, Inc.
  Overland Park, KS
  Kansas City, MO
• 2005-03-03 → 2011-01-05
  Country Club Financial Services, Llc
  Kansas City, KS
  Shawnee, KS
  Shawnee, KS
• 2003-05-27 → 2005-03-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Leawood, KS

Other Businesses

1. 7/15/2019 - Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 7/15/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50%. 2. 7/19/2019 - Silverleaf Advisor Group, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 7/15/2019 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Silverleaf Advisor Group, LLC, an independent investment advisor firm. I started this business activity in 07/2019. 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. 3. 9/11/2019 - SILVERLEAF ADVISOR GROUP, LLC - DBA: (Hybrid) EMG3 Financial Services - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Started 08/12/2019 - 250 Hours Per Month/160 Hours During Securities Trading. 4. 10/7/2019 - AIG, Symetra, John Hancock, Forethought Life, Nationwide, Jackson National - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Started 08/13/2019 - 5 Hours Per Month/1 Hour During Securities Trading. 5. 04/07/2022 - 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/160 Hours During Securities - 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. 6. 07/2019 - LPL Financial - broker-dealer registered representative - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading. 7. 03/2022 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Adviser Hybrid - 80 hours a month during securities trading.

Exams

• S66 Uniform Combined State Law Examination
  2003-05-21

Other Names

• Abraham Glaser