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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2022-12-20 |
| TX | RA | APPROVED_RES | 2022-12-16 |
| NE | RA | APPROVED | 2022-03-02 |
Branch Locations
12801 Pierce St #100, Omaha, NE 68144 • United States
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 |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Omaha | NE | 05/2008 | 01/2017 |
| Various Insurance Carriers For W&R Insurance Agencies, Inc. | Omaha | NE | 08/2008 | 01/2017 |
| J&K Management, Llc | Omaha | NE | 09/2014 | Present |
| Lpl Financial, Llc | Omaha | NE | 01/2017 | Present |
| Silverleaf Advisor Group, Llc | Omaha | NE | 01/2017 | 03/2022 |
| Gladstone Wealth Partners | Omaha | NE | 03/2022 | Present |
1. 01/20/2017 - Silverleaf Wealth Management/ DBA Only/ 100%/ Omaha, NE 2. 01/20/2017 - J & K Management LLC/ Business Entity For Tax/Investment Purposes Only/ 5%/ Omaha, NE 3. 01/20/2017 - Insurance Business/ Non-Variable Insurance/ 10%/ Omaha, NE. 4. 04/07/2022 - Gladstone Institutional Advisory - DBA: (Hybrid) Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 03/31/2022 - 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 4/2022. 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. 5. 01/2017 - LPL Financial - broker-dealer registered representative - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading. 6. 03/2022 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Adviser Hybrid - 80 hours a month during securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-01 |
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