Latonya Lee Bousquet

Employer firm

Gladstone Wealth Partners CRD 250787

$5.68B regulatory AUM 45 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• WRAP FEE ACCOUNTS, RETIREMENT PLANNING CONSULTING SERVICES, GENERAL CONSULTING SERVICES, AND REFERRAL SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/1999 → 11/2021
  Edward Jones
  St. Louis, MO
• 11/2021 → 03/2022
  Silverleaf Advisor Group, Llc
  Omaha, NE
• 11/2021 → Present
  Lpl Financial Llc
  Omaha, NE
• 03/2022 → Present
  Gladstone Wealth Partners
  Omaha, NE

Previous Registrations

• 2021-11-24 → 2022-03-31
  Silverleaf Advisor Group, Llc
  Omaha, NE
• 2007-01-29 → 2021-11-19
  Edward Jones
  Norfolk, NE
  Omaha, NE

Other Businesses

1.11/2021 - Silverleaf Wealth Management - Investment Related - Omaha, NE 68144 - DBA for LPL Business (entity for LPL business) - Start Date - 12/2021. 2. 04/07/2022 - Gladstone Institutional Advisory LLC - DBA: Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid- Start Date - 03/31/2022- 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 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. 3. 11/2021 - LPL Financial - broker-dealer registered representative - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading. 4. 03/2022 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Adviser Hybrid - 80 hours a month during securities trading. 5. 3/13/2023 - Resilient Private Wealth - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 11/03/2022 - 160 Hours Per Month/7 Hours During Securities Trading

Exams

• S66 Uniform Combined State Law Examination
  2007-01-17
• S63 Uniform Securities Agent State Law Examination
  2000-08-07

Other Names

• Latonya L Porter
• Latonya L Porter
• Latonya L Bousquet