Daniel P Labroad

Current Employers

Gateway Wealth Partners, Llc

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2022-11-02

MA RA
APPROVED

Since 2022-11-02

Branch Locations

Newburyport, MA • United States

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • 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

Organization	City	State	From	To
Putnam Investments	Andover	MA	08/2008	06/2018
Putnam Retail Management	Andover	MA	06/2012	06/2018
Pruco Securities, Llc.	Newburyport	MA	02/2019	06/2022
Student	Newburyport	MA	07/2018	02/2019
Prudential Insurance Company Of America	Newburyport	MA	04/2019	06/2022
Lpl Financial	Glastonbury	CT	10/2022	Present
Unemployed	Newburyport	MA	06/2022	10/2022
Gateway Wealth Partners, Llc	Newburyport	MA	10/2022	Present

08/2008 → 06/2018

Putnam Investments

Andover, MA
06/2012 → 06/2018

Putnam Retail Management

Andover, MA
02/2019 → 06/2022

Pruco Securities, Llc.

Newburyport, MA
07/2018 → 02/2019

Student

Newburyport, MA
04/2019 → 06/2022

Prudential Insurance Company Of America

Newburyport, MA
10/2022 → Present

Lpl Financial

Glastonbury, CT
06/2022 → 10/2022

Unemployed

Newburyport, MA
10/2022 → Present

Gateway Wealth Partners, Llc

Newburyport, MA

Previous Registrations

2020-04-14 → 2022-07-14

Pruco Securities, Llc.

Wakefield, MA

Wakefield, MA

Newburyport, MA
2016-08-15 → 2018-06-25

Putnam Investment Management, Llc

Andover, MA

Boston, MA

Other Businesses

1- 10/2022 / Gateway Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / Glastonbury, CT 2- 10/2022 / Gateway Financial Partners LLC / DBA for LPL Business (entity for LPL business) / Investment Related / Glastonbury, CT 3- 12/7/2022 - Gateway Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 10/2022 - 160 Hours Per Month/160 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 10/2022. 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. 4) 02/28/2025 - Gateway Financial Partners - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:02/21/2025 - 1 Hrs/Mth - 0 Hrs During Trading.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-08-01
S63	Uniform Securities Agent State Law Examination	2012-08-27

S65 Uniform Investment Adviser Law Examination

2016-08-01
S63 Uniform Securities Agent State Law Examination

2012-08-27

Other Names

Daniel P Labroad
Daniel Paul Labroad

View on SEC IAPD