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Advisor at GLADSTONE WEALTH PARTNERS
San Diego, CA | 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 | Oct 14, 2025 | n/a | yes | San Diego, CA|PALM BEACH GARDENS, FL | Current employment |
| AURORA WEALTH ADVISORS | Former SEC adviser | Jan 12, 2023 | Aug 11, 2026 | no | SAN DIEGO, CA | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jan 11, 2002 | Jan 18, 2023 | no | SAN DIEGO, CA|SAN DIEGO, CA|SAN DIEGO, CA|San Diego, CA|SAN DIEGO, CA|PASADENA, CA|BELLEFONTAINE, OH|San Diego, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| AURORA WEALTH ADVISORS | GLADSTONE WEALTH PARTNERS | Aug 11, 2026 | Oct 14, 2025 | -301 | Firm change after gap | RIA to RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | AURORA WEALTH ADVISORS | Jan 18, 2023 | Jan 12, 2023 | -6 | Firm change | Ibd to new firm |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 322947:250787:CA:2026-08-11 | Aug 11, 2026 | Oct 14, 2025 | SAN DIEGO, CA | Firm change after gap |
| 6363:322947:CA:2023-01-18 | Jan 18, 2023 | Jan 12, 2023 | SAN DIEGO, CA | Firm change |