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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-20 |
| FL | RA | APPROVED | 2020-10-09 |
| NJ | RA | APPROVED | 2017-10-25 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Boynton Beach, FL • 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 |
|---|---|---|---|---|
| Pnc Investments | Basking Ridge | NJ | 04/2005 | 09/2017 |
| Lpl Financial, Llc | Chester | NJ | 09/2017 | Present |
| Gladstone Wealth Partners | Chester | NJ | 09/2017 | Present |
1. 09/27/2017 - GLADSTONE WEALTH GROUP/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ 100%/ BEDMINSTER, NJ. 2. 10/16/2017 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Started 9/29/2017 - 160 Hours Per Month During Securities Trading - Time Spent 100% - I provide investment advisory services through Gladstone Wealth Group, an independent investment advisor firm. I started this business activity on 10/16/2017. I expect to spend approximately 160 hours/month on this activity. Please see the advisory firms 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. 01/25/2018 - Book of Brokers - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - agent - Start Date 01/01/2018 - 2 Hours Per Month/2 During Securities Trading. 4. 09/06/2024 - Riccelli Holdings LLC - Real Estate Rental - Investment Related - At Reported Business Location(s) - Start Date 04/30/2024 - 2 Hours Per Month/ 0 Hours During Trading 5. 12/18/2024 - Ricanta LLC - Investment Related - Real Estate Rental - Home Based - Start Date: 04/30/2024 - 2 Hours Per Month/ 0 Hours During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-15 |
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