Best Investors Account Sign in
Current Employers
Gladstone Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-12-16
NE RA APPROVED 2022-03-04
  • TX RA
    APPROVED_RES
    Since 2022-12-16
  • NE RA
    APPROVED
    Since 2022-03-04

Branch Locations

12801 Pierce St. #100, Omaha, NE 68144 • 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
Wells Fargo Advisors Llc Omaha NE 05/2009 11/2016
Wells Fargo Clearing Services, Llc Omaha NE 11/2016 11/2017
Lpl Financial Llc Omaha NE 11/2017 Present
Silverleaf Advisor Group, Llc Omaha NE 11/2017 03/2022
Gladstone Wealth Partners Omaha NE 03/2022 Present
Previous Registrations
  • 2017-11-02 → 2022-03-31
    Silverleaf Advisor Group, Llc
    Omaha, NE
  • 2008-01-01 → 2017-11-03
    Omaha, NE
  • 2002-10-22 → 2008-01-01
    A. G. Edwards & Sons, Inc.
    Omaha, NE
    Omaha, NE
    St. Louis, MO
Other Businesses

1) 10/25/2017 - Silverleaf Wealth Management - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start - 11/2017 - 160 hr/mth 2) 10/25/2017 - Non-Variable Insurance - sells: LTC, med sup, fixed insurance - start: 11/2017 - 10 hr/mth 3) 1/11/2018 - APD3, Inc. - Omaha, NE 68144 - Business Entity For Tax/Investment Purposes Only - Start Date 1/2/2018 - 80 Hours Per Month/75 Hours During Trading. 4) 04/07/2022 - Gladestone Institutional Advisory- DBA: Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor- Start Date - 03/31/2022- 160 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 4/2022. 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. 5) 03/2022 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Silverleaf Wealth Management Investment Related - At Reported Business Location(s) - Registered Investment Adviser Hybrid - 80 hours a month during securities trading. 6) 07/10/2026 - APD3 - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 04/21/2026 - 30 hours per month/ 5 hours during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2002-10-17
S63 Uniform Securities Agent State Law Examination 1990-11-14
  • S66 Uniform Combined State Law Examination
    2002-10-17
  • S63 Uniform Securities Agent State Law Examination
    1990-11-14

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Omaha, NE

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor