Best Investors Account Sign in
Current Employers
Gladstone Wealth Partners

2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-05-02
  • NJ RA
    APPROVED
    Since 2024-05-02

Branch Locations

305 Fellowship Road Suite 105, Mount Laurel, NJ 08054 • United States

2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Florida Financial Advisors Dba Tristate Financial Advisors Philadelphia PA 05/2023 04/2024
Tavistock Country Club Tavistock NJ 06/2019 08/2019
Gateway Regional Highschool Woodbury Heights NJ 09/2015 06/2019
Rensselaer Polytechnic Institute Troy NY 08/2019 05/2023
Dick's Sporting Goods Latham NY 09/2022 12/2022
Gladstone Wealth Partners Mount Laurel NJ 05/2024 Present
Lpl Financial Llc Mount Laurel NJ 03/2024 Present
  • 05/2023 → 04/2024
    Florida Financial Advisors Dba Tristate Financial Advisors
    Philadelphia, PA
  • 06/2019 → 08/2019
    Tavistock Country Club
    Tavistock, NJ
  • 09/2015 → 06/2019
    Gateway Regional Highschool
    Woodbury Heights, NJ
  • 08/2019 → 05/2023
    Rensselaer Polytechnic Institute
    Troy, NY
  • 09/2022 → 12/2022
    Dick's Sporting Goods
    Latham, NY
  • 05/2024 → Present
    Mount Laurel, NJ
  • 03/2024 → Present
    Lpl Financial Llc
    Mount Laurel, NJ
Previous Registrations
Other Businesses

1) 06/17/2024 - PEAK WEALTH PARTNERS - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 2) 06/17/2024 - Gladstone Wealth Partners - DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s) - 160 Hours per month. 3) 06/25/2024 - GLADSTONE INSTITUTIONAL ADVISORY LLC - Registered Investment Advisor Hybrid - Admin - Investment Related - At Reported Business Location(s) - Start Date 06/11/2024 - 160 Hours Per Month/ 8 Hours During Trading - I provide administrative support to GLADSTONE INSTITUTIONAL ADVISORY LLC, an independent investment advisor firm. I started this business activity in 6/2024. 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. 4) 06/27/2024 - Gladstone Wealth Partners - Registered Investment Advisor DBA - Admin - Investment Related - At Reported Business Location(s) - Start Date 06/11/2024 - 100 Hours Per Month/ 8 Hours During Trading - I provide investment advisory services through Gladstone Institutional advisory, an independent investment advisor firm. I started this business activity in 6/2024. 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 service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-11-08
S65 Uniform Investment Adviser Law Examination 2023-03-31
  • S63 Uniform Securities Agent State Law Examination
    2023-11-08
  • S65 Uniform Investment Adviser Law Examination
    2023-03-31

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Mount Laurel, NJ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor