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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-25 |
| SC | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-27 |
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