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Advisor at GLADSTONE WEALTH PARTNERS
Kings Park, 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 | Nov 8, 2023 | n/a | yes | PALM BEACH GARDENS, FL|Kings Park, NY | Current employment |
| BRIDGEWAY WEALTH PARTNERS, LLC | Former SEC adviser | Jan 8, 2021 | Dec 31, 2023 | no | NEW YORK, NY | Previous registration |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Former SEC adviser | Jul 28, 2017 | Dec 31, 2020 | no | Melville, NY|Melville, NY | Previous registration |
| TD AMERITRADE, INC. | Former SEC adviser | Jul 24, 2017 | Jan 11, 2021 | no | Huntington Station, NY | Previous registration |
| CITIGROUP GLOBAL MARKETS INC. | Bd affiliated wealth | Nov 9, 2015 | Jul 13, 2017 | no | PLAINVIEW, NY|Westlake Village, CA|Bay Shore, NY|Woodland Hills, CA|Westlake Village, CA|Boca Raton, FL | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Oct 15, 2008 | Oct 15, 2015 | no | NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|PENNINGTON, NJ|NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|NEW YORK, NY|NEW YORK, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BRIDGEWAY WEALTH PARTNERS, LLC | GLADSTONE WEALTH PARTNERS | Dec 31, 2023 | Nov 8, 2023 | -53 | Firm change after gap | RIA to ibd |
| TD AMERITRADE, INC. | TD AMERITRADE INVESTMENT MANAGEMENT, LLC | Jan 11, 2021 | Jul 28, 2017 | -1,263 | Channel change | Other |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | BRIDGEWAY WEALTH PARTNERS, LLC | Dec 31, 2020 | Jan 8, 2021 | 8 | Firm change | Other |
| CITIGROUP GLOBAL MARKETS INC. | TD AMERITRADE, INC. | Jul 13, 2017 | Jul 24, 2017 | 11 | Firm change | Other |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | CITIGROUP GLOBAL MARKETS INC. | Oct 15, 2015 | Nov 9, 2015 | 25 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 299810:250787:NY:2023-12-31 | Dec 31, 2023 | Nov 8, 2023 | NEW YORK, NY | Firm change after gap |
| 7870:111514:NY:2021-01-11 | Jan 11, 2021 | Jul 28, 2017 | HUNTINGTON STATION, NY | Firm change after gap |
| 111514:299810:NY:2020-12-31 | Dec 31, 2020 | Jan 8, 2021 | MELVILLE, NY | Firm change |