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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2025-05-27 |
| TX | RA | APPROVED | 2025-05-22 |
Branch Locations
12801 Pierce St. #100, Omaha, NE 68144 • United States
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Baker Group | Oklahoma City | OK | 05/2004 | 12/2016 |
| Umb Bank | Dallas | TX | 12/2016 | 02/2019 |
| Mma Agency | Austin | TX | 02/2019 | 03/2021 |
| Mma Securities | Austin | TX | 02/2021 | 03/2021 |
| Unemployed | Austin | TX | 03/2021 | 10/2021 |
| Plan Group Financial | Austin | TX | 10/2021 | 05/2025 |
| Saxony Securities Inc. | St. Louis | MO | 02/2023 | 11/2023 |
| Private Client Services | Oklahoma City | OK | 11/2023 | 05/2025 |
| Lpl Financial Llc | Omaha | NE | 05/2025 | Present |
| Gladstone Wealth Partners | Omaha | NE | 05/2025 | Present |
1. 05/22/2025 - Silverleaf Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 03/18/2025 - 160 Hours per month/ 8 hours During Trading 2. 06/05/2025 - Gladstone Institutional Advisory, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start date:3/18/2025- 160 hours a month 8 Hours during trading-. I provide investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. I started this business activity in 3/2025. 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. 3. 06/05/2025 - Silverleaf Wealth Management - Registered Investment Advisor DBA - Inv Related - At Reported Business Location(s) Start DAte:03/18/2025 - 160 hours a month/ 8 Hrs during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-25 |
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