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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-06-04 |
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Appleton | WI | 05/2026 | Present |
| Unemployed | Milwaukee | WI | 03/2026 | 05/2026 |
| Gateway Wealth Partners, Llc | Appleton | WI | 05/2026 | Present |
| Concordia University Of Wisconsin Mequon | Mequon | WI | 09/2016 | 12/2019 |
| Russell Investments | Milwaukee | WI | 01/2020 | 03/2026 |
1. 05/2026 - Gateway Financial Partners LLC - DBA for LPL Business (entity for LPL business) - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported business location(s) – OBA Start Date: 5/19/2026 2. 06/02/2026 - Gateway Financial Partners LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 05/11/2026 - 160 hours per month/ during trading - I provide administrative support to Gateway Financial Partners, LLC, an independent investment advisor firm. I started this business activity in 05/2026. 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 | 2020-07-30 |
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