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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-02 |
| MO | RA | APPROVED | 2020-05-16 |
Branch Locations
1401 S Brentwood Blvd Ste 400, St. Louis, MO 63144 • United States
St. Louis, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | Saint Louis | MO | 09/2014 | 11/2019 |
| John Gatewood | Saint Louis | MO | 04/2015 | Present |
| David Beaman | Saint Louis | MO | 04/2015 | Present |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2015 | 11/2019 |
| Lpl Financial Llc | St. Louis | MO | 11/2019 | Present |
1. 08/08/2025 - GATEWOOD WEALTH SOLUTIONS, LLC - DBA for LPL Business (entity for LPL business) - Inv rel - At reported Business location(s) - Staryt date: 07/28/2025 - 40hrs/mnth during trading 2. 08/08/2025 - Gatewood Management Company - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 07/28/2025 - 40hrs/mnth during trading 3. 08/08/2025 - Gatewood Wealth Holdings - Investment Related - At Reported Business Location(s) - Other-Business Owner - Partner - Start Date: 07/28/2025 - 2 hrs/mnth during trading 4. 08/14/2025 - Gatewood Tax & Accounting - Tax Prep/Accounting/CPA - Investment Related - At Reported Business Location(s) - Start Date: 08/04/2025 - 2 hrs/mnth during trading 5. 11/24/2025 - Gatewood - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/24/25
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2015-03-12 |
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