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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| FL | RA | APPROVED | 2019-12-12 |
Branch Locations
800 Village Sq Xing Ste 211, Palm Beach Gardens, FL 33410 • United States
Palm Beach Gardens, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Palm Beach Gardens | FL | 01/2016 | Present |
| Gladstone Institutional Advisory,Llc(Dba:GLadstone Wealth Group) | Forest Hills | NY | 02/2016 | 10/2019 |
1.01/04/2016; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PWG / Private Wealth Group; Investment Related; at Reported Business Location(s); Start Date 12/01/2015; 0hrs/mth; 0hrs during trading 2.01/24/2017; Private Wealth Group LLC d/b/a PWG Insurance Agency; Insurance Agency; Investment Related; Brooklyn,NY; Start Date 10/27/2016; 1hrs/mth; 1hrs during trading 3.05/18/2020; PWG Tax; Tax Prep/Accounting/CPA; Investment Related; 111 VIZCAYA ESTATES DR PALM BEACH GARDENS,FL; Start Date 05/11/2020; 2hrs/mth; 0hrs during trading 4.05/18/2020; PWG Financial; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 05/11/2020; 0hrs/mth; 0hrs during trading 5.05/18/2020; PWG Network; Third Party Administrator (TPA); Investment Related; at Reported Business Location(s); Start Date 05/11/2020; 4hrs/mth; 0hrs during trading 6.11/27/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name PWG Financial; Investment Related; at Reported Business Location(s); Start Date 09/21/2023; 1hrs/mth; 1hrs during trading 7.06/13/2024; None; Other - Author; Not Investment Related; ; Start Date 05/30/2024; 1hrs/mth; 0hrs during trading 8.08/12/2026; DS2 GLOBAL LLC; Other; Not Investment Related; at Reported Business Location(s); Start Date 07/01/2026; 2hrs/mth; 0hrs during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2003-10-18 |
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