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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-12-09 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Financial Services | Fairfield | NJ | 10/2014 | 11/2025 |
| Kestra Advisory Services, Llc | Fairfield | NJ | 04/2016 | 11/2025 |
| Kestra Investment Services, Llc | Fairfield | NJ | 10/2014 | 11/2025 |
| Lpl Financial | Glastonbury | CT | 11/2025 | Present |
| Gateway Wealth Partners, Llc | Montclair | NJ | 11/2025 | Present |
1)11/05/2025 - Gateway Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2)11/25/2025 - LPL Financial, LLC - Investment Related - at reported business location - Broker Dealer - Registered Rep - 11/05/2025 - 160 Hours/Month - Provide brokerage services to clients. 2) 12/08/2025-(Hybrid) Gateway Wealth Partners LLC-Advisory business-Registered Investment Advisor Hybrid-Inv Related-At reported business location(s)-Start date 11/14/2025-160hrs/mth-160hrs/mth during trading. I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 11/2025. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-25 |
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