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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 |
| NE | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 1990-11-14 |
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