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Current Employers
Gladstone Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-03-10
  • PA RA
    APPROVED
    Since 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

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
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
Previous Registrations
  • 2022-08-16 → 2025-02-06
    Blue Bell, PA
  • 2021-04-28 → 2022-08-10
    West Chester, PA
    Kennett Square, PA
    Kennett Square, PA
    Kennett Square, PA
    Conshohocken, PA
    West Grove, PA
    Glen Mills, PA
  • 2019-05-08 → 2021-04-23
    Cuso Financial Services, L.P.
    Philadelphia, PA
    Blue Bell, PA
    Phoenixville, PA
  • 2016-02-08 → 2019-05-17
    King Of Prussia, PA
    Morristown, NJ
  • 2013-11-21 → 2016-02-03
    Radnor, PA
    Rockledge, PA
    Philadelphia, PA
  • 2012-04-02 → 2013-11-01
    Cetera Investment Services Llc
    Jenkintown, PA
  • 2011-05-16 → 2012-04-05
    Frazier, PA
    Frazer, PA
    Fort Mill, SC
  • 2010-01-14 → 2010-03-05
    Elkins Park, PA
  • 2009-04-13 → 2009-04-20
    Uvest Financial Services Group, Inc.
    Willow Grove, PA
    Frazer, PA
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-04-10
S63 Uniform Securities Agent State Law Examination 2006-08-17
  • S65 Uniform Investment Adviser Law Examination
    2009-04-10
  • S63 Uniform Securities Agent State Law Examination
    2006-08-17
Other Names
  • Andrew Patrick Campbell
  • Andrew P Campbell

View on SEC IAPD

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