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Current Employers
Gladstone Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
AR RA APPROVED 2026-05-26
TX RA APPROVED 2026-03-10
  • AR RA
    APPROVED
    Since 2026-05-26
  • TX RA
    APPROVED
    Since 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

Cravens Brothers Private Wealth Management Llc

1801 N. Lamar St. Suite 550, Dallas, TX 75202 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2012-06-05
  • TX RA
    APPROVED
    Since 2012-06-05

Branch Locations

1801 N. Lamar St. Suite 550, Dallas, TX 75202 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2012 → Present
    Cravens Brothers Private Wealth Management
    Dallas, TX
  • 07/2013 → 11/2023
    Wavecrest Securities Llc
    New York, NY
  • 12/2022 → Present
    Grs Partners Llc
    Dallas, TX
  • 01/2019 → Present
    Genbeem Llc
    Dallas, TX
  • 03/2026 → Present
    Dallas, TX
Previous Registrations
  • 2009-03-11 → 2013-08-09
    Wfg Advisors, Lp
    Dallas, TX
  • 2006-05-05 → 2009-03-12
    Stanford Group Company
    Dallas, TX
  • 1997-10-15 → 2006-05-18
    Dallas, TX
    Dallas, TX
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-15
S63 Uniform Securities Agent State Law Examination 1992-10-19
  • S65 Uniform Investment Adviser Law Examination
    1998-05-15
  • S63 Uniform Securities Agent State Law Examination
    1992-10-19

View on SEC IAPD

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