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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-11 |
| TX | RA | APPROVED | 2022-12-16 |
| NJ | RA | APPROVED | 2017-07-31 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
1545 Us-206 Suite 300, Bedminster, NJ 07921 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Henry & Hannay Wealth Management Llc | Stewartsville | NJ | 08/2010 | 09/2017 |
| Gladstone Wealth Partners | Chester | NJ | 06/2017 | Present |
| Henry & Hannay Wealth Mgt | Flemington | NJ | 10/2010 | 09/2017 |
1. 07/2017 - Hannay Financial Services, LLC - Tax Preparation Services - Investment Related - At Reported Business Location(s) - David Robert Hannay is the sole member of Hannay Financial Services, LLC, providing tax return preparation services for individuals, partnerships, and S Corps. Tax preparation services are provided for a fee separate and apart from the investment advisory services he offers through Gladstone Institutional Advisory, LLC (dba Gladstone Wealth Partners) - 80hrs/month during securities trading.
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