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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 | 2021-12-20 |
| IN | RA | APPROVED | 2020-12-04 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
50 Washington Street Suite 3-B, Columbus, IN 47201 • United States
50 Washington Street Suite 3B, Columbus, IN 47201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2010-05-14 |
Branch Locations
50 Washington Street Suite 3B, Columbus, IN 47201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kessler Investment Group Llc | Columbus | IN | 01/2009 | Present |
| Gladstone Wealth Partners | Columbus | IN | 12/2020 | Present |
1. 12/2020 - Kessler Investment Group, LLC - Registered Investment Adviser - INV REL - At Reported Business Location(s); 80 hours a month during securities trading. 2. Kessler Property Group, LLC, Not investment related, 950 Baywood Ct., Columbus, IN 47201, Holds real estate including the office out of which KIG operates, President, President, sole owner, 12/16/21, 2 hours, 0 hours, Collect rent, pay taxes, maintain records. 3. 12/2020 - Gladstone Institutional Advisory - Registered Investment Adviser DBA: Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - 80 hours during securities trading. 4. 12/2020 - Gladstone Institutional Advisory - Registered Investment Adviser DBA: Kessler Investment Group, LLC. - Investment Related - At Reported Business Location(s) - 80 hours during securities trading. 5. 12/2020 - Gladstone Institutional Advisory - Registered Investment Adviser DBA: Gladstone Capital Management - Investment Related - At Reported Business Location(s) - 80 hours during securities trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-25 |
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