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Current Employers
Gladstone Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-06-03
TX RA APPROVED 2024-05-30
  • GA RA
    APPROVED
    Since 2024-06-03
  • TX RA
    APPROVED
    Since 2024-05-30

Branch Locations

340 Corporate Center Ct., Stockbridge, GA 30281 • 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
Pyke & Associates, Pc Stockbridge GA 05/2003 Present
Cetera Advisors, Llc Denver CO 04/2017 Present
Gladstone Wealth Partners Stockbridge GA 05/2024 Present
  • 05/2003 → Present
    Pyke & Associates, Pc
    Stockbridge, GA
  • 04/2017 → Present
    Cetera Advisors, Llc
    Denver, CO
  • 05/2024 → Present
    Stockbridge, GA
Other Businesses

1) 05/2024 - Gladstone Institutional Advisory LLC - Registered Investment Adviser Hybrid DBA - Key Financial Advisors, LLC - INV Related - At Reported Business Location(s); 80 hours a month during securities trading. 2) 01/2011 - Asset and Risk Management LLC - Inv Rel - At Reported Bus Loc(s) - Non-Variable Ins; Used to collect commissions for long term care insurance policies - Started 01/2011 - 0Hrs/Mth During Trading 3) 05/2012 - DocuClub, LLC- At Reported Bus Loc - Non-Inv Rel - Owner - Document portal for Health Care Directives and health related personal information - Started 5/2012 - 10 Hrs/month - 0Hrs/Mth During Trading 4) 09/2024 - Pyke, Presley and Associates, P.C. - At Reported Bus Loc - Non-Inv Rel - Owner/Lawyer - Law Firm - Started 9/2024 - 40Hrs/Mth During Trading

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-06-01
  • S65 Uniform Investment Adviser Law Examination
    2022-06-01
Other Names
  • Suzanne Presley

View on SEC IAPD

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