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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 | 2020-01-06 |
Branch Locations
100 State Street Suite 420, Erie, PA 16507 • United States
2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408 • United States
229 Liberty St., Warren, PA 16365 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Erie | PA | 06/2017 | 11/2018 |
| Pnc Wealth Management | Erie | PA | 05/2014 | 06/2017 |
| Gladstone Wealth Partners | Erie | PA | 12/2019 | Present |
| Lpl Financial Llc | Erie | PA | 11/2018 | Present |
1) 12/2019 - Gladstone Institutional Advisory - DBA (Hybrid) Freedom Investment Management Group - Investment Related - At Reported Business Location(s). 2) 11/2018: LPL Financial - broker-dealer Registered Admin - investment related at reported business location - 80 hours a month during securities trading. 3) 12/2019: Gladstone Institutional Advisory - Registered Investment Advisor - (Hybrid) Gladstone Wealth Group - INV REL - At Reported Business Location(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-13 |
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