Marites De Leon Velena

Current Employers

Employment History

• 12/2011 → 02/2024
  World Financial Group, Inc.
  Corona, CA
• 08/2002 → 02/2024
  Keck Medical Center Of Usc
  Los Angeles, CA
• 02/2021 → 02/2024
  Transamerica Financial Advisors, Inc
  Corona, CA
• 02/2024 → Present
  Lpl Financial Llc
  Corona, CA
• 02/2024 → 02/2026
  Gladstone Wealth Partners
  Corona, CA

Previous Registrations

• 2024-02-14 → 2026-02-13
  Gladstone Wealth Partners
  Palm Beach Gardens, FL
  Corona, CA
• 2022-02-02 → 2024-02-21
  Transamerica Financial Advisors, Llc
  Corona, CA

Other Businesses

1) 01/16/2024 - Keck Medical Center Of USC - Outside/W-2 Employment - Charge Nurse - CA 90033 - Non investment related - 96 Hours per month - Start date: 01/04/2024. 2) 01/16/2024 - The Great Legacy Corporation - Business Entity For Tax/Investment Purposes Only - Pass-through entity for insurance commissions - CA 91752 - Non investment related - Start date: 01/04/2024. 3) 01/16/2024 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 4) 01/16/2024 - One Resource Group - Non-Variable Insurance - Selling: Term, Universal Life - Investment related - 10 Hours per month - Start date: 01/10/2024. 5) 01/16/2024 - TGL Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 6) 02/13/2024 -Gladstone Wealth Partners - DBA (hybrid): The Great Life Wealth Management - INV REL - At Reported Business Location(s) - 80 hours a month during securities trading. 7) 02/22/2024 - TGL Wealth Management - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 01/09/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 2/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 8) 02/22/2024 - Gladstone Wealth Partners - Registered Investment Advisor DBA - Advisor - Investment Related - At Reported Business Location(s) - Start Date 01/09/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 2/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S65 Uniform Investment Adviser Law Examination
  2022-02-02
• S63 Uniform Securities Agent State Law Examination
  2017-05-12

Other Names

• Marites Velena
• Marites Castro De Leon