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Current Employers
Gladstone Wealth Partners

2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2025-02-25
SC RA APPROVED 2025-02-21
  • NJ RA
    APPROVED
    Since 2025-02-25
  • SC RA
    APPROVED
    Since 2025-02-21

Branch Locations

2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States

1545 Us-206 Suite 300, Bedminster, NJ 07921 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Pruco Securities, Llc. Newark NJ 06/2013 01/2025
Prudential Insurance Company Of America Newark NJ 06/2013 01/2025
Lpl Financial Llc Mount Pleasant SC 01/2025 Present
Gladstone Wealth Partners Bedminster NJ 01/2025 Present
  • 06/2013 → 01/2025
    Pruco Securities, Llc.
    Newark, NJ
  • 06/2013 → 01/2025
    Prudential Insurance Company Of America
    Newark, NJ
  • 01/2025 → Present
    Lpl Financial Llc
    Mount Pleasant, SC
  • 01/2025 → Present
    Bedminster, NJ
Other Businesses

1) 01/23/2025 - Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) - at reported business location (s) -Investment Related - Start Date:01/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading - 100 % Time Spent. 2) 02/24/2025 - Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA- IAR - Start Date:01/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 3) 02/24/2025 - Gladstone Institutional Advisory, LLC - Investment Related - Home Based - Registered Investment Advisor Hybrid - Start Date:01/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. I started this business activity in 1/2025. 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. 4) 08/27/2025 - Integrity, LLC - Not Investment Related - Outside/W-2 Employment - At Reported Business Location(s) - Start Date:01/06/2025 - 0 Hrs/Mth - 0 Hrs During Trading.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-19
S63 Uniform Securities Agent State Law Examination 2025-01-27
  • S65 Uniform Investment Adviser Law Examination
    2025-02-19
  • S63 Uniform Securities Agent State Law Examination
    2025-01-27
Other Names
  • Evan Baldwin

View on SEC IAPD

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