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2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-03-10 |
Branch Locations
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
721 Arbor Way Ste 180A, Blue Bell, PA 19422 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | King Of Prussia | PA | 01/2016 | 05/2019 |
| Private Advisor Group, Llc | Morristown | NJ | 02/2016 | 05/2019 |
| Cuso Financial Services, L.P. | San Diego | CA | 05/2019 | 04/2021 |
| Citizens Securities Inc. | Kennett Square | PA | 04/2021 | 08/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Blue Bell | PA | 08/2022 | 02/2025 |
| Bank Of America, N.A. | Blue Bell | PA | 11/2022 | 02/2025 |
| Lpl Financial Llc | Blue Bell | PA | 03/2025 | Present |
| Gladstone Wealth Partners | Blue Bell | PA | 03/2025 | Present |
1.03/10/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Gladstone Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 02/24/2025; 160hrs/mth; 8hrs during trading 2.03/11/2025; (Hybrid) Gladstone Wealth Partners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 02/24/2025; 160hrs/mth; 8hrs during trading; 3.03/11/2025; (Hybrid) Gladstone Institutional Advisory, LLC / Gladstone Institutional Advisory, LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 02/24/2025; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Gladstone Institutional Advisory, LLC, an independent investment advisor firm. I started this business activity in 2/2025. 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. 4.11/18/2025; Montgomery County Community College; Other - Teacher; Not Investment Related; Blue Bell,PA; Start Date 11/14/2025; 8hrs/mth; 0hrs during trading 5.03/19/2026; Andrew P. Campbell Financial LLC; Business Entity For Tax/Investment Purposes Only; Not Investment Related; at Reported Business Location(s); Start Date 03/17/2026; 225hrs/mth; 200hrs during trading 6.08/03/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Andrew Campbell Financial; Investment Related; at Reported Business Location(s); Start Date 07/29/2026; 40hrs/mth; 40hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-17 |
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