Andrea Lee Wolfe

Current Employers

Employment History

• 03/2016 → 04/2018
  J.W. Cole Financial, Inc.
  Westbrook, CT
• 03/2016 → 03/2024
  Conscious Capital Wealth Management, Llc
  Westbrook, CT
• 04/2018 → 03/2024
  Purshe Kaplan Sterling Investments, Inc.
  Albany, NY
• 03/2024 → Present
  Lpl Financial
  Westbrook, CT
• 03/2024 → Present
  Gateway Wealth Partners, Llc
  Niantic, CT

Previous Registrations

• 2016-03-08 → 2024-05-17
  Conscious Capital Wealth Management, Llc
  Westbrook, CT
  Westbrook, CT
  Glastonbury, CT
  Tampa, FL
  Westbrook, CT
  Tampa, FL
• 2016-03-02 → 2016-03-08
  J. W. Cole Advisors, Inc.
  Westbrook, CT
  Tampa, FL
• 2013-11-15 → 2016-03-03
  National Planning Corporation
  Glastonbury, CT
  Westbrook, CT
• 2012-12-14 → 2013-11-20
  Waddell & Reed
  Westbrook, CT
  Hartford, CT
  Hamden, CT

Other Businesses

1- 02/2024 / Gateway Financial Partners / DBA for LPL Business (entity for LPL business) / Investment Related / 160 hrs mth / 8 hrs during trading / At reported business location(s) 2- 02/2024 / Gateway Financial Partners / Non-Variable Insurance / Investment Related / 3 hrs mth / Start date: 03/04/2024 3- 02/2024 / Wolfe Wealth LLC / Business Entity For Tax/Investment Purposes Only / Not Investment Related / Start date: 01/01/2021 4- 03/20/2024 - Gateway Wealth Partners LLC - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 3/1/2024 - 160 Hours Per Month/ During Trading - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 03/2024. 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.

Exams

• S66 Uniform Combined State Law Examination
  2012-11-28
• S63 Uniform Securities Agent State Law Examination
  2008-11-21

Other Names

• Andrea L Longhi
• Andrea L Wolfe