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Current Employers
Gateway Wealth Partners, Llc

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

Current Registrations

AuthorityCategoryStatusDate
SC RA APPROVED 2026-05-21
  • SC RA
    APPROVED
    Since 2026-05-21

Branch Locations

Mt Pleasant, SC • United States

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2026 → Present
    Lpl Financial, Llc
    Mount Pleasant, SC
  • 04/2026 → Present
    Appleton, WI
  • 12/2020 → 12/2021
    New York Life Insurance Co
    Charleston, SC
  • 02/2021 → 12/2021
    Nylife Securities Llc
    Charleston, SC
  • 08/2017 → 12/2020
    Charleston County School District
    Charleston, SC
  • 08/2016 → 08/2017
    Oceanside Collegiate Academy
    Mount Pleasant, SC
  • 01/2022 → 11/2024
    Prudential Insurance Company Of America
    Summerville, SC
  • 01/2022 → 11/2024
    Summerville, SC
  • 11/2024 → 04/2026
    Mt. Pleasant, SC
Previous Registrations
  • 2024-11-14 → 2026-04-24
    Charlotte, NC
    Mt. Pleasant, SC
    Charleston, SC
  • 2022-03-17 → 2024-11-14
    Mount Pleasant, SC
    Charlotte, NC
    Mt. Pleasant, SC
    Charleston, SC
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-03-14
S63 Uniform Securities Agent State Law Examination 2021-03-29
  • S65 Uniform Investment Adviser Law Examination
    2022-03-14
  • S63 Uniform Securities Agent State Law Examination
    2021-03-29
Designations

View on SEC IAPD

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