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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 |
| IN | RA | APPROVED | 2021-03-10 |
Branch Locations
50 Washington Street Suite 3-B, Columbus, IN 47201 • United States
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
3209 West Smith Valley Rd. Suite 117, Greenwood, IN 46142 • United States
50 Washington Street Suite 3B, Columbus, IN 47201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2010-07-12 |
Branch Locations
50 Washington Street, Suite 1A, Columbus, IN 47201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kessler Investment Group | Columbus | IN | 07/2010 | Present |
| Gladstone Wealth Partners | Columbus | IN | 03/2021 | Present |
1. 07/2010 - Kessler Investment Group, LLC. - Registered Investment Adviser - At Reported Location. Investment Related - 160hrs \ month 2. 03/2021 - Gladstone Institutional Advisory - Registered Investment Adviser DBA: Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - 80 hours during securities trading. 3. 03/2021 - Gladstone Institutional Advisory - Registered Investment Adviser DBA: Kessler Investment Group, LLC. - Investment Related - At Reported Business Location(s) - 80 hours during securities trading. 4. 03/2021 - Gladstone Institutional Advisory - Registered Investment Adviser DBA: Gladstone Capital Management - Investment Related - At Reported Business Location(s) - 80 hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-08-09 |
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