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Current Employers
Gladstone Wealth Partners

2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-07-22
  • OH RA
    APPROVED
    Since 2025-07-22

Branch Locations

300 Marconi Blvd. Suite 304, Columbus, OH 43215 • United States

2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Samuel Koon And Associates Columbus OH 07/2021 10/2024
Columbus Country Club Whitehall OH 07/2020 07/2021
Muirfield Village Golf Club Dublin OH 04/2019 07/2020
Columbus Country Club Whitehall OH 03/2017 04/2019
Full Time School / Ohio State University Columbus OH 08/2013 04/2019
Lpl Financial Columbus OH 10/2024 Present
  • 07/2021 → 10/2024
    Samuel Koon And Associates
    Columbus, OH
  • 07/2020 → 07/2021
    Columbus Country Club
    Whitehall, OH
  • 04/2019 → 07/2020
    Muirfield Village Golf Club
    Dublin, OH
  • 03/2017 → 04/2019
    Columbus Country Club
    Whitehall, OH
  • 08/2013 → 04/2019
    Full Time School / Ohio State University
    Columbus, OH
  • 10/2024 → Present
    Lpl Financial
    Columbus, OH
Other Businesses

1-02/2025 / Bluestone Wealth Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 160 HRS MNTH / 8 HRS DURING TRADING / START 09/12/2024 2-07/2025 / Gladstone Institutional Advisory - DBA: (Hybrid) Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 40 Hours Per week During Securities Trading - I provide investment advisory services through Gladstone Wealth Group, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 8007 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. 3-07/2025 / LPL Financial - broker-dealer registered representative - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading. 4- 07/2025 / Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Bluestone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 7/2025. 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-07-14
  • S66 Uniform Combined State Law Examination
    2025-07-14

View on SEC IAPD

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