Troy Charles Jordan

Current Employers

Employment History

• 03/2004 → 12/2022
  Cantella & Co Inc
  Boston, MA
• 12/2022 → 03/2023
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA
• 12/2022 → 03/2023
  Cambridge Investment Research, Inc.
  Cromwell, CT
• 03/2004 → 12/2022
  Cantella & Co Inc
  Malden, MA
• 03/2023 → Present
  Lpl Financial Llc
  Cromwell, CT
• 03/2023 → Present
  Gateway Wealth Partners, Llc
  Cromwell, CT

Previous Registrations

• 2004-03-19 → 2023-04-11
  Cantella & Co., Inc.
  Avon, CT
  Cromwell, CT
  Ellington, CT
  Malden, MA
• 2022-12-21 → 2023-04-03
  Cambridge Investment Research Advisors, Inc.
  Cromwell, CT
• 1991-09-09 → 2004-04-02
  Ubs Financial Services Inc.
  Hartford, CT

Other Businesses

1) 02/27/2023 - Mercury Wealth Management - Business Entity For Tax/Investment Purposes Only - Revenue from securities & advisory practice only - Cromwell CT 06416 - Non investment related - 1 Hour per month - Start date: 02/22/2023. 2) 02/27/2023 - Non-Variable Insurance - Selling: Fixed Annuities and Life Insurance - Cromwell, CT 06416 - Investment related - 1 Hour per month - Start date: 02/22/2023. 3) 02/27/2023 - Gateway Financial Partners LLC - DBA for LPL Business (entity for LPL business) - Investment related - at reported business location(s). 4) 3/20/2023 - GATEWAY WEALTH PARTNERS, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 03/08/2023 - 100 Hours Per Month/6 Hours During Securities Trading - I provide investment advisory services through GATEWAY WEALTH PARTNERS, LLC, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 100 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. 5) 3/20/2023 - Gateway Wealth Partners, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Advisor - Start Date - 03/08/2023 - 100 Hours Per Month/8 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through GATEWAY WEALTH PARTNERS, LLC, an independent investment advisor firm. I started this business activity in 03/2023. I expect to spend approximately 100 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.

Exams

• S65 Uniform Investment Adviser Law Examination
  1995-08-17
• S63 Uniform Securities Agent State Law Examination
  1985-05-29

Other Names

• Troy C Jordan