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Current Employers
Gladstone Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-03-23
DE RA APPROVED 2021-01-07
NJ RA APPROVED 2020-11-04
  • NY RA
    APPROVED
    Since 2021-03-23
  • DE RA
    APPROVED
    Since 2021-01-07
  • NJ RA
    APPROVED
    Since 2020-11-04

Branch Locations

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

2975 Westchester Ave Suite 204, Purchase, NY 10577 • United States

Disclosures

3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney New York NY 06/2009 09/2020
Morgan Stanley Private Bank, National Association New York NY 01/2015 07/2020
Lpl Financial, Llc Purchase NY 09/2020 Present
Gladstone Wealth Partners Purchase NY 09/2020 Present
Morgan Stanley New York NY 01/2009 07/2020
  • 06/2009 → 09/2020
    Morgan Stanley Smith Barney
    New York, NY
  • 01/2015 → 07/2020
    Morgan Stanley Private Bank, National Association
    New York, NY
  • 09/2020 → Present
    Lpl Financial, Llc
    Purchase, NY
  • 09/2020 → Present
    Purchase, NY
  • 01/2009 → 07/2020
    New York, NY
Previous Registrations
Other Businesses

1. 9/8/2020 - Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/28/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100%. 2. 10/22/2020 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start 08/28/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Gladstone Wealth Group, LLC, an independent investment advisor firm. I started this business activity in 10/2020. 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. 10/12/2021 - Altin Tirana LLC - Not Investment Related - Home Based - Business Entity For Tax/Investment Purposes Only - Managing Partner - Started 09/21/2021 - 4 Hours Per Month/0 Hours During Securities Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-01
  • S66 Uniform Combined State Law Examination
    2004-10-01
Other Names
  • Altin Alimehmeti

View on SEC IAPD

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