Best Investors Account Sign in
Current Employers
Gateway Wealth Partners, Llc

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2023-10-22
  • NH RA
    APPROVED
    Since 2023-10-22

Branch Locations

North Hampton, NH • United States

100 W. Lawrence Street Suite 304, Appleton, WI 54911 • 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
A1 Freedom Financial Pembroke NH 02/1990 06/2019
Gwn Securities Inc. Palm Beach Gardens FL 01/2011 01/2022
Kimball Financial Pembroke NH 06/2019 Present
Lpl Financial Llc Dba Gateway Financial Partners Pembrook NH 01/2022 Present
Lpl Financial, Llc Pembroke NH 01/2022 09/2023
Gateway Wealth Partners, Llc North Hampton NH 09/2023 Present
  • 02/1990 → 06/2019
    A1 Freedom Financial
    Pembroke, NH
  • 01/2011 → 01/2022
    Palm Beach Gardens, FL
  • 06/2019 → Present
    Kimball Financial
    Pembroke, NH
  • 01/2022 → Present
    Lpl Financial Llc Dba Gateway Financial Partners
    Pembrook, NH
  • 01/2022 → 09/2023
    Lpl Financial, Llc
    Pembroke, NH
  • 09/2023 → Present
    North Hampton, NH
Previous Registrations
Other Businesses

1) 01/11/2022 - Gateway Financial Partners - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start: 01/2021 - 1 Hr/Mth 2) 01/18/2022 - ALEX'S TEAM FOUNDATION - Non-Profit Board Member - Non-Inv Rel - Woburn, MA - Start: 03/2002 3) 03/16/2022 - Gateway Financial Partners - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Owner - Start Date - 01/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading. 4) 03/23/2022 - Kimball Financial - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 01/01/2022 - 1 Hours Per Month/1 Hours During Securities Trading. 5) 10/23/2023 - Gateway Wealth Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/16/2023 - 80 Hours Per Month/ 4 Hours During Trading - I provide investment advisory services through Gateway Wealth Partners, an independent investment advisor firm. I started this business activity in 10/2023. I expect to spend approximately 80 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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-06-11
S63 Uniform Securities Agent State Law Examination 1986-01-22
  • S65 Uniform Investment Adviser Law Examination
    1999-06-11
  • S63 Uniform Securities Agent State Law Examination
    1986-01-22
Designations

View on SEC IAPD

More in North Hampton, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor