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100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-18 |
Branch Locations
100 W. Lawrence Street Suite 304, Appleton, WI 54911 • United States
455 Winding Brook Dr., Glastonbury, CT 06033 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Phoenix Mutual | Hartford | CT | 07/1985 | Present |
| Siamak Dowlatshahi | South Windsor | CT | 07/1985 | Present |
| National Planning Corporation | South Windsor | CT | 02/2003 | 11/2017 |
| Lpl Financial Llc | Glastonbury | CT | 11/2017 | Present |
| Gateway Wealth Partners, Llc | Glastonbury | CT | 09/2025 | Present |
1. 11/29/2017 - Gateway Financial Partners, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 7/3/2012 - 2 Hours Per Month/2 Hours During Securities Trading; registered representative providing brokerage services. 2. 11/29/2017 - No Business Name - Investment Related - At Reported Business Location(s) - Non-Variable Insurance - Start Date 2/3/2003 - 48 Hours Per Month/48 Hours During Securities Trading - Fixed Insurance (Life, Group Health and LTC).
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-18 |
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