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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 | 2026-04-14 |
Branch Locations
100 State St. Suite 420, Erie, PA 16507 • United States
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 |
|---|---|---|---|---|
| Zurn Industries | Erie | PA | 10/2016 | 02/2019 |
| Buseck Barger & Bleil | Erie | PA | 05/2013 | 10/2016 |
| 212 Degrees Of Fitness/Crossfit Fbo | Erie | PA | 11/2010 | 08/2018 |
| Bayfront Benefits Solutions, Inc & Cetera Advisor Networks | Erie | PA | 02/2019 | 04/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 08/2019 | 04/2026 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 04/2026 |
| Bayfront Wealth Management | Erie | PA | 07/2025 | 04/2026 |
| Lpl Financial Llc | Erie | PA | 04/2026 | Present |
| Gladstone Wealth Partners | Erie | PA | 04/2026 | Present |
1- 04/2026 - Matthew Simon - Non-Variable Insurance - Inv Related - 10 Hour(s)/Month - 9 Hour(s) During Trading - At Reported Business Location(s) - OBA Start Date: 03/30/2026 2- 04/2026 - Freedom Investment Management Group - 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: 4/13/2026 3- 04/15/2026 - Gladstone Institutional Advisory, LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 03/30/2026 - 160 hours per month/ during trading- I provide investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. I started this business activity in 3/2026. 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. 4- 05/01/2026 - Freedom Investment Management Group - Registered Investment Advisor DBA - Investment Related - At Reported Business Location(s) - Start Date 03/30/2026 - 160 hours per month/ during trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-03 |
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