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Current Employers
Gladstone Wealth Partners

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-08-27
MI RA APPROVED 2026-08-24
  • NE RA
    APPROVED
    Since 2026-08-27
  • MI RA
    APPROVED
    Since 2026-08-24

Branch Locations

12801 Pierce St. Suite 100, Omaha, NE 68144 • 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
Buckingham Strategic Wealth, Llc Clayton MO 10/2021 07/2024
Siena Wealth Advisors Grand Ledge MI 01/2020 10/2021
Michigan Health Information Network East Lansing MI 09/2019 12/2019
Unemployed Mancelona MI 08/2019 09/2019
Castle Financial Partners Holt MI 03/2019 07/2019
Unemployed Mancelona MI 02/2019 03/2019
Northwestern Mutual East Lansing MI 01/2018 01/2019
Michigan State University East Lansing MI 08/2015 12/2019
Unemployed Mancelona MI 01/2010 12/2017
The Colony Group, Llc Boston MA 07/2024 11/2024
Capital City Wealth Management, Inc. Clayton MO 02/2025 08/2026
Gladstone Wealth Partners Omaha NE 08/2026 Present
  • 10/2021 → 07/2024
    Buckingham Strategic Wealth, Llc
    Clayton, MO
  • 01/2020 → 10/2021
    Siena Wealth Advisors
    Grand Ledge, MI
  • 09/2019 → 12/2019
    Michigan Health Information Network
    East Lansing, MI
  • 08/2019 → 09/2019
    Unemployed
    Mancelona, MI
  • 03/2019 → 07/2019
    Castle Financial Partners
    Holt, MI
  • 02/2019 → 03/2019
    Unemployed
    Mancelona, MI
  • 01/2018 → 01/2019
    Northwestern Mutual
    East Lansing, MI
  • 08/2015 → 12/2019
    Michigan State University
    East Lansing, MI
  • 01/2010 → 12/2017
    Unemployed
    Mancelona, MI
  • 07/2024 → 11/2024
    The Colony Group, Llc
    Boston, MA
  • 02/2025 → 08/2026
    Clayton, MO
  • 08/2026 → Present
    Omaha, NE
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-07-08
  • S65 Uniform Investment Adviser Law Examination
    2020-07-08
Designations

View on SEC IAPD

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