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RIA / WealthAdvisordual registered (broker-dealer)17 years in industry

ROBERT DUNCAN AIKINS

Advisor at GATEWAY WEALTH PARTNERS, LLC

GREEN BAY, WI | APPLETON, WI

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Search this name across graphsid dfx:ria:c2bf654c-c0cf-d473-38cb-2bed15ed40fd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 3:48 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Nov 21, 2008 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GATEWAY WEALTH PARTNERS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 20, 2008earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Nov 20, 2008
First registration: Nov 21, 2008
Dual registered: yes, broker-dealer
Other names: ROB AIKINS|ROBERT DUNCAN AIKINS|Robert Aikins
IAPD individual key: 5602971

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GATEWAY WEALTH PARTNERS, LLC	Independent wealth	Jan 30, 2026	n/a	yes	APPLETON, WI\|GREEN BAY, WI	Current employment
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Jul 10, 2019	Apr 10, 2023	no	GREEN BAY, WI	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Apr 9, 2015	Jul 17, 2019	no	Novato, CA\|GREEN BAY, WI	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jun 2, 2014	Apr 8, 2015	no	SANTA ROSA, CA\|SANTA ROSA, CA	Previous registration
J.P. MORGAN SECURITIES LLC	Wirehouse	Oct 1, 2012	Jun 9, 2014	no	Novato, CA	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jun 20, 2012	Oct 1, 2012	no	NOVATO, CA	Previous registration
CHARLES SCHWAB & CO., INC.	National bd RIA	Nov 21, 2008	Jun 1, 2012	no	Santa Rosa, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	GATEWAY WEALTH PARTNERS, LLC	Apr 10, 2023	Jan 30, 2026	1,026	Firm change after gap	Wirehouse to RIA
J.P. MORGAN SECURITIES LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 17, 2019	Jul 10, 2019	-7	Firm change	Wirehouse to wirehouse
WELLS FARGO ADVISORS	J.P. MORGAN SECURITIES LLC	Apr 8, 2015	Apr 9, 2015	1	Firm change	Wirehouse to wirehouse
J.P. MORGAN SECURITIES LLC	WELLS FARGO ADVISORS	Jun 9, 2014	Jun 2, 2014	-7	Firm change	Wirehouse to wirehouse
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Oct 1, 2012	Oct 1, 2012	0	Bulk transfer	Other
CHARLES SCHWAB & CO., INC.	CHASE INVESTMENT SERVICES CORP.	Jun 1, 2012	Jun 20, 2012	19	Firm change	Other

Relationships

Registered with (6)

→ GATEWAY WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Jan 30, 2026 to presentfactForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Jul 10, 2019 to Apr 10, 2023factForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Apr 9, 2015 to Jul 17, 2019factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jun 2, 2014 to Apr 8, 2015factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jun 20, 2012 to Oct 1, 2012factForm ADV
→ CHARLES SCHWAB & CO., INC.Registered adviserregistration: previous registration
Nov 21, 2008 to Jun 1, 2012factForm ADV

Dated events

Occurred
Apr 10, 2023
Advisor changed firm
Robert Duncan Aikins left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Gateway Wealth Partners, Llc (registered 2026-01-30)
Form ADVobserved 5 days ago