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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-20 |
Branch Locations
106 W Wilson Street Suite 3, Batavia, IL 60510 • 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 02/2020 | 08/2025 |
| N/A | Morton Grove | IL | 12/2009 | 02/2020 |
| Lpl Financial Llc | Batavia | IL | 08/2025 | Present |
| Gateway Wealth Partners, Llc | Batavia | IL | 08/2025 | Present |
1) 08/22/2025 - Gateway Financial Partners / DBA for LPL Business (entity for LPL business) - Inv Related / Registered Representative / At reported business location (s) Start date: 08/11/2025 - 150 hrs per month 7.5 hrs during Trading - 100% time spent 2. 08/25/2025 - Gateway Wealth Partners, LLC - Registered Investment Advisor Hybrid - Inv Related - At reported business location(s) Start date: 08/25/2025 - 150 hrs per month 7.5 hrs during Trading . I provide administrative support to Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 08/2025. I expect to spend approximately 150 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 | 2024-04-15 |
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