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Advisor at GLADSTONE WEALTH PARTNERS
OMAHA, NE | PALM BEACH GARDENS, FL
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GLADSTONE WEALTH PARTNERS | Bd affiliated wealth | Jan 13, 2026 | n/a | yes | OMAHA, NE|PALM BEACH GARDENS, FL | Current employment |
| RAYMOND JAMES & ASSOCIATES, INC. | National bd RIA | May 1, 2017 | Feb 4, 2022 | no | OMAHA, NE|SCOTTSDALE, AZ | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 27, 2010 | Apr 28, 2017 | no | SCOTTSDALE, AZ|OMAHA, NE|OMAHA, NE|OMAHA, NE | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| RAYMOND JAMES & ASSOCIATES, INC. | GLADSTONE WEALTH PARTNERS | Feb 4, 2022 | Jan 13, 2026 | 1,439 | Firm change after gap | Ibd to RIA |
| WELLS FARGO ADVISORS | RAYMOND JAMES & ASSOCIATES, INC. | Apr 28, 2017 | May 1, 2017 | 3 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:705:NE:2017-04-28 | Apr 28, 2017 | May 1, 2017 | OMAHA, NE | Firm change |