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Advisor at GATEWAY WEALTH PARTNERS, LLC
APPLETON, WI | Lima, OH | BLUFFTON, OH | FINDLAY, OH | LIMA, OH | PANDORA, OH
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 | Aug 4, 2026 | n/a | yes | Lima, OH|APPLETON, WI | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Jul 20, 2018 | n/a | yes | LIMA, OH|PANDORA, OH|FINDLAY, OH|LIMA, OH|FINDLAY, OH|BLUFFTON, OH | Current employment |
| ADVISORS' PRIDE INC. | Former SEC adviser | Jun 2, 2016 | Jul 20, 2018 | no | Lima, OH|APPLETON, WI | Previous registration |
| EDWARD JONES | National bd RIA | Jan 25, 2007 | Mar 13, 2012 | no | LIMA, OH|LIMA, OH | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| ADVISORS' PRIDE INC. | LPL FINANCIAL LLC | Jul 20, 2018 | Jul 20, 2018 | 0 | Firm change | RIA to RIA |
| EDWARD JONES | ADVISORS' PRIDE INC. | Mar 13, 2012 | Jun 2, 2016 | 1,542 | Firm change after gap | Other |