Derren Burse

Current Employers

Employment History

• 08/2017 → 12/2021
  Crump Life Insurance Services
  Charlotte, NC
• 09/2017 → 12/2021
  P.J. Robb Variable Corp.
  Charlotte, NC
• 12/2015 → 03/2017
  Metlife/Brighthouse Financial
  Charlotte, NC
• 03/2017 → 08/2017
  Unemployed
  Unemployed, NC
• 01/2022 → 01/2024
  Charles Schwab & Co., Inc.
  Concord, NC
• 01/2025 → 06/2025
  Crump Life Insurance Services
  Harrisburg, PA
• 02/2024 → 10/2024
  Unemployed
  Concord, NC
• 10/2024 → 06/2025
  Abound Health
  Charlotte, NC
• 06/2025 → Present
  Lpl Financial Llc
  Bedminster, NJ
• 06/2025 → Present
  Gladstone Wealth Partners
  Bedminster, NJ

Previous Registrations

• 2022-06-13 → 2024-01-10
  Charles Schwab & Co., Inc.
  Lone Tree, CO
  Concord, NC

Other Businesses

1. 06/17/2025 - Abound Health - Outside/W-2 Employment - Not Investment Related - Charlotte, NC 28205 - Start Date:07/01/2024 - 8 Hrs/Mth - 0 Hrs During Trading. - Time Spent:1 2. 06/17/2025 - Yes, I can Basketball - Outside/W-2 Employment - Not Investment Related - Cornelius, NC 28031 - Start Date: 10/15/2018 - 10 Hours/Month - Time Spent:1 3) 07/10/2025 - Gladstone Institutional Advisory, LLC - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date:06/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading. 4) 07/10/2025 - Gladstone Institutional Advisory, LLC - Investment Related - Registered Investment Advisor - At Reported Business Location(s) - Start Date:06/16/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide administrative support to Gladstone Institutional Advisory, LLC, an independent investment advisor firm. I started this business activity in 6/2025. 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. 5) 09/10/2025- Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business)- INV Related- At Reported Business Location(s)- Start date 06/16/2025- 160 Hours Per Month- 8 Hours During Tradingg 6) 09/10/2025- Integrity LLC- Outside/W-2 Employment- Not INV Related- At Bedminster, NJ - Start Date:06/16/2025 -0 Hrs/Mth - 0 Hrs During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2022-06-13
• S63 Uniform Securities Agent State Law Examination
  2011-09-06