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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-14 |
Branch Locations
4305 N. Garfield Streeet 260, Midland, TX 79705 • United States
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 |
|---|---|---|---|---|
| Gateway Financial Partners | Midland | TX | 05/2016 | 02/2023 |
| National Planning Corporation | Midland | TX | 10/2017 | 11/2017 |
| Lpl Financial Llc | Midland | TX | 11/2017 | Present |
| Gateway Wealth Partners, Llc | Midland | TX | 02/2023 | Present |
1. Joel Milam is dually-registered with Gateway Wealth Partners, LLC and LPL Financial, LLC ("LPL"). Joel Milam has served as an investment advisor representative for Gateway Wealth Partners, LLC since 02/2023 and a registered representative with LPL since 11/2017. Business is conducted from Midland, TX. Approximately 90% of Joel Milam's time is for services as an investment advisor representative and the balance as a registered representative. 2. 10/29/2020 - No Business Name - Not Investment Related - At Reported Business Location(s) - Other-Notary - Notary Public - Started 09/16/2020 - 1 Hour Per Month During Securities Trading - Texas Notary. 3. 04/25/2023 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Admin - Start Date 03/23/2023 - 1 Hours Per Month/1 Hours During Securities Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2019-09-05 |
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