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Current Employers
Gateway Wealth Partners, Llc

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-06-16
  • MA RA
    APPROVED
    Since 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

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
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
  • 04/2005 → Present
    H&A, Llc
    Boston, MA
  • 12/2013 → Present
    Lpl Financial Llc
    Wellesley, MA
  • 01/2014 → 06/2025
    Householder Group Estate & Retirement Specialists
    Natick, MA
  • 06/2025 → Present
    Natick, MA
Previous Registrations
  • 2014-01-28 → 2025-06-24
    Householder Group Estate & Retirement Specialists
    Natick, MA
  • 2013-01-29 → 2013-12-09
    Householder Group Financial Advisors, Llc
    Natick, MA
Other Businesses

(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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-12-16
S63 Uniform Securities Agent State Law Examination 2008-05-12
  • S65 Uniform Investment Adviser Law Examination
    2012-12-16
  • S63 Uniform Securities Agent State Law Examination
    2008-05-12

View on SEC IAPD

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