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Current Employers
Gateway Wealth Partners, Llc

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

Current Registrations

AuthorityCategoryStatusDate
WI RA APPROVED 2022-10-06
  • WI RA
    APPROVED
    Since 2022-10-06

Branch Locations

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • 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
Lpl Financial Llc Appleton WI 02/2013 Present
Advisors' Pride Appleton WI 06/2015 10/2022
Paul R. Hoffman & Company Appleton WI 10/2013 Present
Gateway Wealth Partners, Llc Appleton WI 10/2022 Present
  • 02/2013 → Present
    Lpl Financial Llc
    Appleton, WI
  • 06/2015 → 10/2022
    Advisors' Pride
    Appleton, WI
  • 10/2013 → Present
    Paul R. Hoffman & Company
    Appleton, WI
  • 10/2022 → Present
    Appleton, WI
Previous Registrations
  • 2015-07-09 → 2022-12-31
    Advisors' Pride Inc.
    Appleton, WI
Other Businesses

1. 10/25/2013 - ADVISORS' PRIDE - INV REL - AT REPORTED LOCATION - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) 2. 10/25/2013 * DBA for LPL Business (entity for LPL business) * Paul Hoffman & Company * INV REL * AT REPORTED BUSINESS LOCATION(S) 3. 07/23/2015 * Advisors' Pride * Registered Investment Advisor Hybrid * (hybrid) Advisors' Pride * INV REL * AT REPORTED BUSINESS LOCATION(S) * START 10/25/14 * 1 HR/MO DURING SECS TRDG HRS. 4. 03/23/2022 - Gateway Financial Partners LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date - 03/01/2022 - 160 Hours Per Month/100 Hours During Securities Trading. 5. 04/06/2022 - Gateway Partners Holdings LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 03/01/2022 - 160 Hours Per Month/100 Hours During Securities Trading. 6. 10/26/2022 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date: 10/07/2022 - 10 Hours Per Month/0 Hours During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 10 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. 7. 3/30/2023 - Gateway Growth Partners, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 12/15/2022 - 1 Hours Per Month/1 Hours During Securities Trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-09-25
S63 Uniform Securities Agent State Law Examination 1992-03-18
  • S66 Uniform Combined State Law Examination
    2013-09-25
  • S63 Uniform Securities Agent State Law Examination
    1992-03-18
Other Names
  • Jill Ann Campbell
  • Jill Ann Campbell

View on SEC IAPD

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