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Advisor at GLADSTONE WEALTH PARTNERS
Purchase, NY | 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 | Jul 22, 2025 | n/a | yes | Purchase, NY|PALM BEACH GARDENS, FL | Current employment |
| OPPENHEIMER & CO. INC. | Bd affiliated wealth | Nov 1, 2013 | Jan 2, 2025 | no | STAMFORD, CT|NEW ROCHELLE, NY | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Apr 18, 2012 | Nov 4, 2013 | no | WHITE PLAINS, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OPPENHEIMER & CO. INC. | GLADSTONE WEALTH PARTNERS | Jan 2, 2025 | Jul 22, 2025 | 201 | Firm change | Ibd to RIA |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | OPPENHEIMER & CO. INC. | Nov 4, 2013 | Nov 1, 2013 | -3 | Firm change | Other |