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Current Employers
Compass Rose Strategic Partners Llc

426 Boston Post Road Suite A, Waterford, CT 06385 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2026-04-24
FL RA APPROVED 2026-03-16
CT RA APPROVED 2026-02-18
  • NY RA
    APPROVED
    Since 2026-04-24
  • FL RA
    APPROVED
    Since 2026-03-16
  • CT RA
    APPROVED
    Since 2026-02-18

Branch Locations

426 Boston Post Road Suite A, Waterford, CT 06385 • 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
Thrivent Investment Management Inc Minneapolis MN 04/2025 07/2025
Bryant University Smithfield RI 08/2019 05/2023
Certified Financial Planning Examination Waterford CT 05/2023 11/2023
Waterford Highschool Waterford CT 08/2015 06/2019
Shuttleworth Financial Group Agawam CT 04/2024 04/2025
Unemployed Waterford CT 11/2023 03/2024
Daversa Partners Waterford CT 06/2021 08/2021
Vanderbilt Securities, Llc Woodbury NY 07/2025 Present
Compass Rose Strategic Partners Llc Waterford CT 02/2026 Present
  • 04/2025 → 07/2025
    Thrivent Investment Management Inc
    Minneapolis, MN
  • 08/2019 → 05/2023
    Bryant University
    Smithfield, RI
  • 05/2023 → 11/2023
    Certified Financial Planning Examination
    Waterford, CT
  • 08/2015 → 06/2019
    Waterford Highschool
    Waterford, CT
  • 04/2024 → 04/2025
    Shuttleworth Financial Group
    Agawam, CT
  • 11/2023 → 03/2024
    Unemployed
    Waterford, CT
  • 06/2021 → 08/2021
    Daversa Partners
    Waterford, CT
  • 07/2025 → Present
    Vanderbilt Securities, Llc
    Woodbury, NY
  • 02/2026 → Present
    Waterford, CT
Other Businesses

1) Killingly Communications. Not investment related. Start date: 12/31/2023. Address: 1105 Killingly Commons, Dayville, CT 06241. Title: Silent Minority Partner. Duties: No duties, silent partner with zero operational or managerial duties. Time spent during regular hours: 0%. 2) Javis Property Co. Not investment related. Start date: 12/31/2023. Address: 252 Old Canterbury Turnpike, Norwich, CT 06360. Title: Silent Minority Partner. Duties: None - no operational or management responsibilities. Time spent during regular hours: 0%. 3) Compass Rose Strategic Partners LLC. Investment related. Start date: 12/2025. Address: 426 Boston Post Rd Suite A Waterford, CT 06385. Title: IAR/Financial Advisor Associate. Duties: Comprehensive Financial Planning. Time spent during regular hours: 90%. 4) Comprehensive Insurance Planning. Not investment related. Start date: 12/11/2025. Address: 426 Boston Post Rd Suite A Waterford, CT 06385. Title: Insurance Producer. Duties: Insurance producer, multiple carriers and products. Time spent during regular hours: 5%.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-12
  • S66 Uniform Combined State Law Examination
    2026-02-12
Designations
Other Names
  • Travis Andrew Gladstone

View on SEC IAPD

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