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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-11-13 |
| FL | RA | APPROVED | 2025-10-22 |
| NH | RA | APPROVED | 2025-10-16 |
| NJ | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED_RES | 2025-10-15 |
| NY | RA | APPROVED | 2025-10-14 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
399 Knollwood Rd. Suite 113, White Plains, NY 10603 • United States
399 Knollwood Road Suite 113, White Plains, NY 10603 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2013-01-11 |
| NJ | RA | APPROVED | 2013-01-11 |
Branch Locations
399 Knollwood Road Suite 113, White Plains, NY 10603 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Associates, Llc | White Plains | NY | 01/2012 | 10/2025 |
| Gladstone Wealth Partners | White Plains | NY | 10/2025 | Present |
1)ANTONIO TADDEO, NOT INVESTMENT RELATED, 141 TOMPKINS AVE PLEASANTVILLE, NY 10570, INSURANCE SALES, START DATE 2005, 2 HRS/WEEK, PRESENT INSURANCE PRODUCTS TO CLIENTS. 2)T&J INVESTMENT CO. LLC , NOT INVESTMENT RELATED, 2823 WALKER DRIVE YORKTOWN HEIGHTS, NY 10598, RENTAL PROPERTY, PARTNER, START DATE 07/2007, 4 HRS/MONTH NOT DURING SECURITIES HOURS, MANAGE PROPERTY AND ADMINISTRATIVE DUTIES. 3) FINANCIAL PLANNING ASSOCIATES, LLC., INVESTMENT RELATED, 141 TOMPKINS AVE PLEASANTVILLE, NY 10570, Pass-through LLC for compensation. 4) 10/2025 - Gladstone Institutional Advisory, LLC - Registered Investment Advisor DBA - Silverleaf Wealth Management - INV REL - At Reported Business Location(s) - 160 hours a month during securities trading. 5) 11/2025- Antonio Taddeo- Non-Variable Insurance - start: 10/1/2005 - 10 hr/mth
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-08-20 |
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