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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-08 |
Branch Locations
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 |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-18 |
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