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Current Employers
Gladstone Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2025-07-22
  • NY RA
    APPROVED
    Since 2025-07-22

Branch Locations

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

2975 Westchester Ave. Suite 204, Purchase, NY 10577 • 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 No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Oppenheimer & Co. Inc. Stamford CT 10/2013 12/2024
Lpl Financial Llc Purchase NY 07/2025 Present
Unemployed New Rochelle NY 12/2024 07/2025
Gladstone Wealth Partners Purchase NY 07/2025 Present
Previous Registrations
Other Businesses

1-07/16/2025 - KM Capital - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:02/13/2025 -50Hrs/Mth - 8 Hrs During 2-07/16/2025- EMP Strictly Prestige Global Transport LLC - Other - Business Owner - Not Investment Rltd - New Rochelle NY - Start Date: 08/01/2022 - 20Hrs/Mth - 0 Hrs During 3-07/16/2025 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date:07/10/2025 - 160 Hrs/Mth -8 Hrs During 4- 07/25/2025 - Gladstone Institutional Advisory, LLC - Investment Related - Registered Investment Advisor Hybrid - At Reported Business Location(s) - Start Date: 07/10/2025 - 160 Hrs/Mth - 8 Hrs During Trading.I provide investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. I started this business activity in 7/2025. 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- 07/25/2025 - Gladstone Wealth Partners - Investment Related - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 07/10/2025 - 160 Hrs/Mth - 8 Hrs During 6- 02/03/2026 - EMP Wealth Management LLC - Business Entity For Tax/Investment Purposes Only - Not Investment Related - Home Based - Start Date 01/18/2026 - 80 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-04-17
S65 Uniform Investment Adviser Law Examination 2001-11-08
S63 Uniform Securities Agent State Law Examination 2000-03-24
  • S66 Uniform Combined State Law Examination
    2012-04-17
  • S65 Uniform Investment Adviser Law Examination
    2001-11-08
  • S63 Uniform Securities Agent State Law Examination
    2000-03-24
Other Names
  • Edgar Martinez

View on SEC IAPD

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