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Current Employers
Gateway Wealth Partners, Llc

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2024-01-12
  • CT RA
    APPROVED
    Since 2024-01-12

Branch Locations

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

455 Winding Brook Drive, Glastonbury, CT 06033 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial North Haven CT 04/2015 06/2017
Foresters Advisory Services North Haven CT 02/2017 06/2019
Foresters Financial Services North Haven CT 06/2017 06/2019
Cetera Investment Services Llc Saint Cloud MN 06/2019 01/2024
Cetera Investment Advisers Llc North Haven CT 06/2019 01/2024
Lpl Financial Llc Glastonbury CT 01/2024 Present
Gateway Wealth Partners, Llc Glastonbury CT 01/2024 Present
  • 04/2015 → 06/2017
    Foresters Financial
    North Haven, CT
  • 02/2017 → 06/2019
    Foresters Advisory Services
    North Haven, CT
  • 06/2017 → 06/2019
    Foresters Financial Services
    North Haven, CT
  • 06/2019 → 01/2024
    Cetera Investment Services Llc
    Saint Cloud, MN
  • 06/2019 → 01/2024
    North Haven, CT
  • 01/2024 → Present
    Lpl Financial Llc
    Glastonbury, CT
  • 01/2024 → Present
    Glastonbury, CT
Previous Registrations
Other Businesses

1- 12/2023 / Michael Torello / Notary / Investment Related / 1 Hrs Mnth / start date 11/01/2022 2- 12/2023 / Gateway Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 Hrs Mnth / 8 Hrs during trading 3- 01/30/2024 - GATEWAY WEALTH PARTNERS, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 01/12/2024 - 100 Hours Per Month/ 80 Hours During Trading - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 01/2024. I expect to spend approximately 100 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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-02-17
S63 Uniform Securities Agent State Law Examination 2010-07-15
  • S66 Uniform Combined State Law Examination
    2017-02-17
  • S63 Uniform Securities Agent State Law Examination
    2010-07-15
Other Names
  • Michael D Torello

View on SEC IAPD

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