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Advisor at GLADSTONE WEALTH PARTNERS
PALM BEACH GARDENS, FL | White Plains, NY
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 | PALM BEACH GARDENS, FL|White Plains, NY | Current employment |
| GLADSTONE WEALTH PARTNERS | Bd affiliated wealth | Oct 14, 2025 | n/a | yes | PALM BEACH GARDENS, FL|White Plains, NY | Current employment |
| FINANCIAL PLANNING ASSOCIATES, LLC | Independent wealth | Jan 11, 2013 | n/a | yes | WHITE PLAINS, NY | Current employment |
| FINANCIAL PLANNING ASSOCIATES, LLC | Independent wealth | Jan 11, 2013 | Sep 16, 2026 | no | WHITE PLAINS, NY | Previous registration |
| LENOX ADVISORS, INC. | n/a | Aug 25, 2006 | Nov 6, 2006 | no | NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FINANCIAL PLANNING ASSOCIATES, LLC | GLADSTONE WEALTH PARTNERS | Sep 16, 2026 | Oct 14, 2025 | -337 | Firm change after gap | RIA to RIA |
| LENOX ADVISORS, INC. | FINANCIAL PLANNING ASSOCIATES, LLC | Nov 6, 2006 | Jan 11, 2013 | 2,258 | Firm change after gap | Other |