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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-02 |
| CA | RA | APPROVED | 2025-05-05 |
| NY | RA | APPROVED | 2025-05-05 |
| PA | RA | APPROVED | 2025-05-05 |
| TX | RA | APPROVED | 2025-05-05 |
| NJ | RA | APPROVED | 2025-03-26 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 07/2020 | 06/2021 |
| Rider University | Lawrenceville | NJ | 06/2016 | 05/2020 |
| Solo Bella | Jackson | NJ | 08/2015 | 07/2020 |
| Solo Bella | Jackson | NJ | 09/2017 | 07/2020 |
| Turning Point | Princeton | NJ | 01/2018 | 04/2018 |
| Shop Rite Liquors | Ewing | NJ | 09/2018 | 04/2019 |
| Cfo Consulting Partners | Princeton | NJ | 07/2019 | 07/2020 |
| Isd Jackson Llc | Howell | NJ | 12/2018 | 12/2019 |
| Rider Book Store | Howell | NJ | 01/2018 | 03/2018 |
| Fidelity Investments | Shrewsbury | NJ | 06/2021 | 03/2025 |
| Lpl Financial Llc | Bedminster | NJ | 03/2025 | Present |
1) 03/24/2025 - Gladstone Wealth Partners / DBA for LPL Business (entity for LPL business) Inv Related / At reported business location (s) - Start date:03/12/2025 - 160 Hrs per month 8hrs during trading -100 % Time Spent 2) 03/24/2025 - Fortis Protection Group / Security Guard / Agent / Outside/W-2 Employment / Non Inv Related / Monroe Twp, NJ 08831 / Start date 06/01/2024 - 12 Hrs per month - 2 % Time Spent 3) 04/02/2025 - Gladstone Institutional Advisory, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 03/12/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. I started this business activity in 3/2025. 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. 4) 04/02/2025 - Gladstone Wealth Partners - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date: 03/12/2025 - 160 Hrs/Mth - 8 Hrs During Trading 5. 09/10/2025 - Integrity, LLC - Outside/W-2 Employment - Bedminster, NJ - Not Investment Related - At Reported Business Location(s) - Start Date: 03/24/2025 - 0 Hrs/Mth - 0 Hrs During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-16 |
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