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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-14 |
| TX | RA | APPROVED_RES | 2022-12-16 |
Branch Locations
45 Eisenhower Drive Suite 230, Paramus, NJ 07652 • United States
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Glen Rock | NJ | 11/2011 | 05/2021 |
| Bank Of America, N.A. | Glen Rock | NJ | 01/2013 | 05/2021 |
| Lpl Financial, Llc | Paramus | NJ | 05/2021 | Present |
| Gladstone Wealth Partners | Paramus | NJ | 05/2021 | Present |
1. 5/5/2021 - No Business Name - Investment Related - Hoboken, NJ. 07030 - Real Estate Rental - Started 03/01/2002 - Owner of Real Estate Rental - Condo - 0 Hours Per Month - Time Spent 0%. 2. 5/7/2021 - Platinum Wealth Advisors - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 03/05/2021 - 160 Hours Per Month During/8 Hours Securities Trading - Time Spent 100%. 3. 5/11/2021 - GLADSTONE INSTITUTIONAL ADVISORY, LLC - DBA: (Hybrid) Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 02/03/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through GLADSTONE INSTITUTIONAL ADVISORY, LLC, independent investment advisor firm. I started this business activity in 5/2021. 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. 4. 5/11/2021 - Gladstone Institutional Advisory - DBA: (Hybrid) Platinum Wealth Advisors - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 03/05/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through GLADSTONE INSTITUTIONAL ADVISORY, LLC, independent investment advisor firm. I started this business activity in 5/2021. 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. 01/05/2026 - IRUS wealth management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - 20 hours per month/ 8 hours during trading.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-17 |
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