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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-10-14 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
1622 Main St., Dickson City, PA 18447 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crossroads Financial | Dickson City | PA | 08/2020 | Present |
| Fidelity Deposit & Discount Bank | Dunmore | PA | 06/2020 | 12/2020 |
| The Honesdale National Bank | Honesdale | PA | 05/2015 | 06/2020 |
| Lpl Financial Llc | Dickson City | PA | 09/2020 | Present |
| Private Advisor Group, Llc | Morristown | NJ | 12/2022 | 10/2024 |
| Gladstone Wealth Partners | Dickson City | PA | 10/2024 | Present |
1) 05/02/2022 - Crossroads Financial - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) 2) 09/30/2024 - Silverleaf Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 100 Hours Per Month/ 30 Hours During Trading 3) 10/30/2024 - Gladstone Institutional Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/01/2024 - 100 Hours Per Month/ 30 Hours During Trading - I provide investment advisory services through Gladstone Institutional Adviory, LLC, an independent investment advisor firm. I started this business activity in 10/2024. 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 service6s 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 | 2022-12-02 |
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