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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2025-06-16 |
Branch Locations
220N Main Street 301, Natick, MA 01760 • United States
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H&A, Llc | Boston | MA | 04/2005 | Present |
| Lpl Financial Llc | Wellesley | MA | 12/2013 | Present |
| Householder Group Estate & Retirement Specialists | Natick | MA | 01/2014 | 06/2025 |
| Gateway Wealth Partners, Llc | Natick | MA | 06/2025 | Present |
(1) 12/26/2013 - H&A, LLC - Real Estate Rental - Investment Related - 5% Time Spent - Managing Partner 2) 01/22/2014 - Householder Group Estate & Retirement Specialists - Registered Investment Advisor - Inv Related. I provide investment advisory services through HOUSEHOLDER GROUP ESTATE AND RETIREMENT SPECIALISTS, LLC, an independent RIA firm. I started this business activity on 01/2014. I expect to spend approximately 95% of my time 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) 08/10/2015: HG Insurance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start 06/24/2015 - 10 Hr/Mo; 10 Hours During Securities Trading - Life, LTC, Fixed Annuities 4) 06/12/2025 - Gateway Financial Partners - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:06/10/2025 - 5 Hrs/Mth - 5 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-12 |
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