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Advisor at GATEWAY WEALTH PARTNERS, LLC
APPLETON, WI
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 |
|---|---|---|---|---|---|---|
| GATEWAY WEALTH PARTNERS, LLC | Independent wealth | Jan 1, 2026 | n/a | yes | APPLETON, WI|APPLETON, WI | Current employment |
| ADVISORS' PRIDE INC. | Former SEC adviser | Mar 8, 2019 | Dec 31, 2022 | no | APPLETON, WI | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Feb 1, 2017 | Mar 4, 2019 | no | APPLETON, WI|OSHKOSH, WI|WINNECONNE, WI|WAUTOMA, WI|OMRO, WI|KAUKAUNA, WI | Previous registration |
| LPL FINANCIAL LLC | Bd affiliated wealth | Mar 21, 2016 | Feb 1, 2017 | no | APPLETON, WI|OMRO, WI|OSHKOSH, WI|WINNECONNE, WI|WAUTOMA, WI|KAUKAUNA, WI | Previous registration |
| MSI FINANCIAL SERVICES, INC. | Former SEC adviser | Sep 20, 2012 | Jun 23, 2015 | no | KAUKAUNA, WI|LITTLE CHUTE, WI|MILWAUKEE, WI|DE PERE, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORS' PRIDE INC. | GATEWAY WEALTH PARTNERS, LLC | Dec 31, 2022 | Jan 1, 2026 | 1,097 | Bulk transfer | RIA to RIA |
| HUNTINGTON FINANCIAL ADVISORS | ADVISORS' PRIDE INC. | Mar 4, 2019 | Mar 8, 2019 | 4 | Firm change | Ibd to RIA |
| LPL FINANCIAL LLC | HUNTINGTON FINANCIAL ADVISORS | Feb 1, 2017 | Feb 1, 2017 | 0 | Bulk transfer | Other |
| MSI FINANCIAL SERVICES, INC. | LPL FINANCIAL LLC | Jun 23, 2015 | Mar 21, 2016 | 272 | Firm change | Other |