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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2022-10-06 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • 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 |
|---|---|---|---|---|
| Sii Investments | Appleton | WI | 11/2010 | 01/2018 |
| Cuso Financial Services Lp | San Diego | CA | 01/2018 | 04/2019 |
| Community First Credit Union | Appleton | WI | 01/2018 | 04/2019 |
| Edward Jones | St Louis | MO | 04/2019 | 07/2020 |
| Lpl Financial, Llc | Appleton | WI | 07/2020 | Present |
| Advisors' Pride | Appleton | WI | 07/2020 | 10/2022 |
| Gateway Wealth Partners, Llc | Appleton | WI | 10/2022 | Present |
1) 07/17/2020 - Provisions Wealth Planners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 07/2020 2) 07/27/2020 - Advisors' Pride Inc. - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - Advisor - Start Date - 07/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Advisors' Pride Inc., an independent investment advisor firm. I started this business activity in 07/2020. 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. 3) 07/27/2020 - Provisions Wealth Planners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 07/2020 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% 4) 05/23/2022 - Gateway Financial Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 05/17/2022 - 40 Hours Per Month/40 Hours During Securities Trading 5) 10/19/2022 - ADVISORS PRIDE - DBA: Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date - 10/14/2022 - 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. 6) 2/2/2023 - Gateway Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date - 01/17/2023 - 160 Hours Per Month/40 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 01/2023. 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. 7) 04/04/2024 - Kramer Elite Solutions - Businesss Owner - Not Investment Related - Home Based - Start Date 01/29/2024 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-11 |
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