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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2026-05-26 |
| TX | RA | APPROVED | 2026-03-10 |
Branch Locations
1801 N. Lamar St. Suite 550, Dallas, TX 75202 • United States
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
1801 N. Lamar St. Suite 550, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-06-05 |
Branch Locations
1801 N. Lamar St. Suite 550, Dallas, TX 75202 • 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 |
|---|---|---|---|---|
| Cravens Brothers Private Wealth Management | Dallas | TX | 04/2012 | Present |
| Wavecrest Securities Llc | New York | NY | 07/2013 | 11/2023 |
| Grs Partners Llc | Dallas | TX | 12/2022 | Present |
| Genbeem Llc | Dallas | TX | 01/2019 | Present |
| Gladstone Wealth Partners | Dallas | TX | 03/2026 | Present |
1) GENBEEM LLC, 7557 RAMBLER ROAD, SUITE 710,DALLAS, TX 75231, OWNER/PASSIVE INVESTMENT IN OIL & GAS VENTURES IN TEXAS,EFFECTIVE: 11/18/2019, 2 HOURS PER MONTH/1 HOUR PER MONTH 2) GRS PARTNERS LLS, MANAGING MEMBER, 12/2022 DALLAS, TX, JUST OWNS ENTITY AT THIS TIME, MAY DO SOMETHING WITH IT IN THE FUTURE. 3) Gladstone Institutional Advisory, LLC - DBA: Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/09/2026 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 3/2026. 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. 4) Gladstone Institutional Advisory, LLC - DBA: CRAVENS BROTHERS PRIVATE WEALTH MANAGEMENT - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date: 03/09/2026 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 3/2026. 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-19 |
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