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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-01-16 |
| NH | RA | APPROVED | 2023-01-11 |
| TX | RA | APPROVED | 2021-12-17 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
931 Jefferson Blvd Suite 1000, Warwick, RI 02886 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tmfs Advisors, Llc | Providence | RI | 04/2016 | 11/2016 |
| Financial Engines Advisors L.L.C. | Warwick | RI | 11/2016 | 01/2020 |
| Financial Engines | Warwick | RI | 04/2016 | 11/2018 |
| Edelman Financial Engines | Warwick | RI | 11/2018 | 01/2020 |
| Gladstone Wealth Partners | Warwick | RI | 01/2020 | Present |
1. 1/2020 - Gladstone Institutional Advisory, LLC - Registered Investment Advisor DBA - Pinnacle Wealth Management - INV REL - At Reported Business Location(s). 160 hrs/month during securities trading 2. 1/2020 - Notary Public - Rhode Island Notary - NON-INV REL - At Reported Business Location(s) - less than 2 hrs/month during securities trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-09 |
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