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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-04-14 |
Branch Locations
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 |
|---|---|---|---|---|
| Sii Investments | Appleton | WI | 07/2008 | 07/2018 |
| Harbour Investments, Inc. | Madison | WI | 07/2018 | 11/2018 |
| Cetera Advisor Networks Llc | Appleton | WI | 01/2019 | 09/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 09/2023 |
| Lpl Financial Llc | Appleton | WI | 09/2023 | Present |
| Gateway Wealth Partners, Llc | Appleton | WI | 02/2025 | Present |
1) 09/08/2023 - Gateway Financial Partners LLC - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 02/07/2025 - Gateway Wealth Partners LLC - Inv Related - At Reported Business Locations - Registered Investment Advisor - 160 Hrs/Mo; 160 Hrs During Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-14 |
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