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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 2023-11-08
  • NY RA
    APPROVED
    Since 2023-11-08

Branch Locations

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

Kings Park, NY • 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
Citigroup Plainview NY 10/2015 07/2017
Tdameritrade Melville NY 07/2017 01/2021
Bridgeway Wealth Partners, Llc New York NY 01/2021 Present
Gladstone Wealth Partners Kings Park NY 11/2023 Present
  • 10/2015 → 07/2017
    Citigroup
    Plainview, NY
  • 07/2017 → 01/2021
    Tdameritrade
    Melville, NY
  • 01/2021 → Present
    Bridgeway Wealth Partners, Llc
    New York, NY
  • 11/2023 → Present
    Kings Park, NY
Previous Registrations
  • 2021-01-08 → 2023-12-31
    Bridgeway Wealth Partners, Llc
    New York, NY
  • 2017-07-24 → 2021-01-11
    Td Ameritrade, Inc.
    Huntington Station, NY
  • 2017-07-28 → 2020-12-31
    Td Ameritrade Investment Management, Llc
    Melville, NY
    Melville, NY
  • 2015-11-09 → 2017-07-13
    Plainview, NY
    Westlake Village, CA
    Bay Shore, NY
    Woodland Hills, CA
    Westlake Village, CA
    Boca Raton, FL
  • 2008-10-15 → 2015-10-15
    New York, NY
    New York, NY
    New York, NY
    Pennington, NJ
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
    New York, NY
Other Businesses

04/16/2021 - Global World Inc. - Real Estate Rental - Owner - INV REL - At 1525 SW 49th Terrace, Cape Coral, FL 33914 - 3 hours a month during securities trading. 11/2023 - Gladstone Institutional Advisory LLC - Registered Investment Adviser DBA - (Hybrid) Integrity Point Advisors - INV REL - At Reported Business Location(s); 160 hours a month during securities trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-10-09
S63 Uniform Securities Agent State Law Examination 2008-02-18
  • S66 Uniform Combined State Law Examination
    2008-10-09
  • S63 Uniform Securities Agent State Law Examination
    2008-02-18
Other Names
  • Dino Pagiazitis

View on SEC IAPD

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