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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 | 2021-11-16 |
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 |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 11/2018 | 11/2019 |
| Hbks Wealth Advisors | Erie | PA | 10/2018 | 11/2019 |
| Bny Mellon | Pittsburgh | PA | 03/2017 | 09/2018 |
| La Fitness | Pittsburgh | PA | 08/2016 | 03/2017 |
| Lpl Financial, Llc | Erie | PA | 11/2019 | Present |
| Gladstone Wealth Partners | Erie | PA | 11/2021 | Present |
1. 11/12/2019 - WHITE OAK WEALTH PARTNERS/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 100%/ ERIE, PA 2. 11/2021 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) White Oak Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Adviser Hybrid - Started 09/13/2021 - 80 hours a month during securities trading. 3. 11/2019 - LPL Financial - broker-dealer registered representative - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading. 4. 12/14/2023 - No Business Name - Inv Related - At Reported Business Location(s) - Non-Variable Insurance - Agent - Started 3/1/2022 - 14 Hrs/Mo; 1 Hr During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-05 |
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