Michael Brandon Gotleib

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NJ	RA	APPROVED	2023-03-15

NJ RA
APPROVED

Since 2023-03-15

Branch Locations

Delray Beach, FL • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal Yes
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Gotleib & Associates	Mount Laurel	NJ	01/2013	Present
Kestra Investment Services, Llc	Mt. Laurel	NJ	02/2016	03/2023
Bridge Wealth Advisors, Llc	Mount Laurel	NJ	01/2013	10/2017
Kestra Advisory Services, Llc	Mt. Laurel	NJ	04/2016	03/2023
Lpl Financial Llc	Mount Laurel	NJ	03/2023	Present

01/2013 → Present

Gotleib & Associates

Mount Laurel, NJ
02/2016 → 03/2023

Kestra Investment Services, Llc

Mt. Laurel, NJ
01/2013 → 10/2017

Bridge Wealth Advisors, Llc

Mount Laurel, NJ
04/2016 → 03/2023

Kestra Advisory Services, Llc

Mt. Laurel, NJ
03/2023 → Present

Lpl Financial Llc

Mount Laurel, NJ

Previous Registrations

2016-05-02 → 2023-03-16

Kestra Advisory Services, Llc

Mount Laurel, NJ

Austin, TX
2017-06-05 → 2017-11-16

Bridge Wealth Advisors

Mount Laurel, NJ
2016-02-18 → 2016-09-22

Kestra Investment Services, Llc

Mt. Laurel, NJ

Austin, TX
2014-04-24 → 2015-11-02

Lpl Financial Llc

Marlton, NJ

Mount Laurel, NJ

Other Businesses

1) 02/2023 - Gotleib & Associates, LLC - DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2014-03-12

S66 Uniform Combined State Law Examination

2014-03-12

View on SEC IAPD