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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2019-11-22 |
| TX | RA | APPROVED | 2019-11-22 |
Branch Locations
1401 S Brentwood Blvd Ste 400, St. Louis, MO 63144 • United States
Webster Groves, MO • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northwestern Mutual Investment Services Llc | St Louis | MO | 05/2006 | 11/2019 |
| Jan Spalding | St Louis | MO | 02/2007 | 11/2019 |
| John Gatewood | St Louis | MO | 08/2007 | 11/2019 |
| Abigail Tuttle | Saint Louis | MO | 07/2008 | 11/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 10/2009 | 11/2019 |
| Lpl Financial Llc | St. Louis | MO | 11/2019 | Present |
1. 06/03/2022 - Brokerage Unlimited - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date - 05/24/2022 - 1 Hours Per Month/ 1 Hours During Securities Trading. 2. 08/31/2023 - Fortify Insurance Group - Non-Variable Insurance - Broker - Investment Related - At Reported Business Location(s) - Start Date 07/01/2023 - 1 Hour Per Month/ 1 Hour During Securities Trading. 3. 03/04/2025- Synergy (Mass Mutual)- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 02/28/2025- 0 Hour Per Month/ 0 Hour During Securities Trading 4. 06/11/2025 - Investment Related - Other - Seminar - Fenton, MO - Start Date:10/21/2025 - 1 Hrs/Mth - 1 Hrs During Trading. 5. 07/24/2025 - Gatewood Management Company - Not Investment Related - Business Entity For Tax/Investment Purposes Only - At Reported Business Location(s)- Start Date:07/21/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 6. 07/24/2025 - Gatewood Wealth Holdings - Investment Related - Other - Business Owner - At Reported Business Location(s)- Start Date:07/21/2025 - 40 Hrs/Mth - 40 Hrs During Trading. 7. 07/24/2025 - GATEWOOD WEALTH SOLUTIONS, LLC - Investment Related - DBA for LPL Business (entity for LPL business) -At Reported Business Location(s) - Start Date:07/21/2025 - 110 Hrs/Mth - 110 Hrs During Trading. 8. 07/31/2025 - Gatewood Tax And Accounting - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s)- Start Date:08/04/2025 - 3 Hrs/Mth - 3 Hrs During Trading. 9. 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 |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2006-10-24 |
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