Best Investors
Account
Sign in
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-04-05 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
455 Winding Brook Drive, Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Planning Corporation | Glastonbury | CT | 05/2013 | 11/2017 |
| Lpl Financial Llc | Glastonbury | CT | 11/2017 | Present |
| Gateway Wealth Partners, Llc | Glastonbury | CT | 03/2023 | Present |
1. 11/29/2017 - GATEWAY FINANCIAL PARTNERS - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - FINANCIAL SERVICES - AGENT - Start Date 5/3/2013 - 60 Hours Per Month/ During Securities Trading - Time Spent 100% 2. 05/26/2023 - Gateway Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 04/03/2023 - 5 Hours Per Month/ During Securities Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 04/2023. I expect to spend approximately 5 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. 3)10/14/2025 - Charles Minahan - Investment Related - Real Estate Rental - Jeffersonville, VT - Start Date:10/10/2025 - 1 Hrs/Mth - 0 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-23 |
Reach out to this advisor