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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-05-21 |
Branch Locations
Mt Pleasant, SC • 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 |
|---|---|---|---|---|
| Lpl Financial, Llc | Mount Pleasant | SC | 05/2026 | Present |
| Gateway Wealth Partners, Llc | Appleton | WI | 04/2026 | Present |
| New York Life Insurance Co | Charleston | SC | 12/2020 | 12/2021 |
| Nylife Securities Llc | Charleston | SC | 02/2021 | 12/2021 |
| Charleston County School District | Charleston | SC | 08/2017 | 12/2020 |
| Oceanside Collegiate Academy | Mount Pleasant | SC | 08/2016 | 08/2017 |
| Prudential Insurance Company Of America | Summerville | SC | 01/2022 | 11/2024 |
| Pruco Securities, Llc. | Summerville | SC | 01/2022 | 11/2024 |
| Lpl Enterprise, Llc | Mt. Pleasant | SC | 11/2024 | 04/2026 |
1. 05/2026 – Hope Sullivan – Non-Variable Insurance – Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – At Reported Business Location(s) – OBA Start Date: 05/05/2026 2. 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: 5/20/2026 3. 05/2026 – Hope Sullivan Financial, LLC – Business Entity For Tax/Investment Purposes Only – Not Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading –Mount Pleasant, SC 29466 – OBA Start Date: 09/16/2021 4. 05/2026 – Deep Roots Accounting, LLC– Tax Prep/Accounting/CPA – Inv Related – 40 Hour(s)/Month – 0 Hour(s) During Trading – Mount Pleasant, SC – OBA Start Date: 07/02/2025 5. 06/04/2026 - Gateway Wealth Partners, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 05/05/2026 - 160 hours per month/ during trading - I provide investment advisory services through Gateway Wealth 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2021-03-29 |
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