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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-10-27 |
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 |
|---|---|---|---|---|
| Pruco Securities Llc | Omaha | NE | 09/2020 | 11/2020 |
| Unl Student | Lincoln | NE | 08/2015 | 08/2019 |
| Firethorn Golf Club | Lincoln | NE | 05/2018 | 08/2018 |
| The Prudential Insurance Company Of America | Omaha | NE | 09/2019 | 11/2020 |
| Td Ameritrade | Omaha | NE | 11/2020 | 11/2021 |
| American Senior Benefits | Omaha | NE | 09/2020 | 10/2020 |
| Bogies Bar & Grill | Omaha | NE | 08/2019 | 12/2020 |
| Hightower | Chicago | IL | 11/2021 | 09/2023 |
| Gladstone Wealth Partners | Omaha | NE | 10/2023 | Present |
| Lpl Financial Llc | Omaha | NE | 01/2024 | Present |
1) 01/25/2024 - SilverIeaf Wealth Management - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 01/25/2024 - Ash Brokerage and/or ASB - Non-Variable Insurance - Selling: AMERICAN SENIOR BENEFITS - Nebraska 68134 - Investment related - 160 Hours per month - Start date: 01/22/2024. 3) 02/22/2024 - Gladstone Institutional Advisory DBA Silverleaf Wealth Management - Inv related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started: 1/18/2024 - 160 Hrs/Mo; 8 Hrs During Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 2/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-22 |
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