Robert Adolph Davit

Current Employers

Employment History

• 01/2009 → 05/2021
  Ubs Financial Services Inc
  Barrington, IL
• 06/2021 → Present
  Lpl Financial Llc
  Schaumburg, IL
• 06/2021 → Present
  Gladstone Wealth Partners
  Schaumburg, IL

Previous Registrations

• 2009-01-16 → 2021-06-22
  Ubs Financial Services Inc.
  Barrington, IL
• 1998-04-12 → 2009-01-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Barrington, IL
  Deer Park, IL

Other Businesses

1)6/2021- Puzzle Wealth Solutions - DBA for LPL Business (entity for LPL business)- Inv. Related- Schaumburg, IL 2) 6/2021- Book of Brokers- Non-Variable Insurance- Agent selling Term and Universal Life - Inv. Related- Schaumburg, IL-start date 5/2021- 2hrs/mth 3) 6/2021- Puzzle Wealth Partners- Business Entity For Tax/Investment Purposes Only- Inv. Related- Schaumburg, IL-- start date 5/21/2021- 160hrs/mth 4) 6/2021- Gladstone Wealth Partners- DBA for LPL Business (entity for LPL business)- Inv. Related- Schaumburg, IL 5) 6/23/2021 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 05/25/2021 - 160 Hours Per Month - Time Spent 100% - I provide investment advisory services through GLADSTINE INSTITUTIONAL ADVISORY LLC, an independent investment advisor firm. I started this business activity in 6/2021. 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. 6) 6/23/2021 - GLADSTONE INSTITUTIONAL ADVISORY - DBA: (Hybrid) Puzzle Wealth Solutions - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Started 05/25/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through GLADSTONE INSTITUTIONAL ADVISORY LLC, an independent investment advisor firm. I started this business activity in 6/2021. 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. 7) 01/04/2023 - Galion I LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 11/08/2022 - 0 Hours Per Month/0 Hours During Securities Trading.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-06-19
• S63 Uniform Securities Agent State Law Examination
  1994-04-23

Other Names

• Bob Davit
• Robert A Davit