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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-16 |
| PA | RA | APPROVED | 2015-12-10 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
100 State Street Suite 503, Erie, PA 16507 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nedreski Wealth Management | Erie | PA | 03/1996 | Present |
| Lpl Financial, Llc | Erie | PA | 12/2015 | Present |
| Gladstone Wealth Partners | Erie | PA | 12/2015 | Present |
1. 12/04/2015 - Michael J Nedreski/ Non-Variable Insurance/ 10%/ ERIE, PA 2. 12/9/2015 - Gladstone Institutional Advisory LLC - DBA: (Hybrid) Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor - 20 Hours Per Month/4 Hours During Securities Trading - Time Spent 50%. 3. 04/21/2016 - Nedreski Development Company, LLC; Business Entity For Tax/Investment Purposes Only; NOT INV REL; AT REPORTED BUSINESS LOCATION(S); START DATE 03/01/2015; NO TIME SPENT. 4. 1/23/2017 - White Oak Wealth Partners - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start 05/20/17 - 120 Hours Per Month/5 Hours During Securities Trading. 5. 12/2015 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) White Oak Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Adviser Hybrid - 80 hours a month during securities trading. 6. 12/2015 - LPL Financial - broker-dealer registered representative - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-26 |
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