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Advisor at GLADSTONE WEALTH PARTNERS
PALM BEACH GARDENS, FL | PURCHASE, 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 | Apr 12, 2024 | n/a | yes | PALM BEACH GARDENS, FL|PURCHASE, NY | Current employment |
| THE WINDMILL GROUP, INC. | Former SEC adviser | Sep 26, 2023 | Apr 12, 2024 | no | Yorktown Hights, NY|SOMERS, NY | Previous registration |
| MORGAN STANLEY | Wirehouse | Oct 7, 2010 | Sep 29, 2023 | no | MOUNT KISCO, NY|Purchase, NY | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| THE WINDMILL GROUP, INC. | GLADSTONE WEALTH PARTNERS | Apr 12, 2024 | Apr 12, 2024 | 0 | Firm change | RIA to RIA |
| MORGAN STANLEY | THE WINDMILL GROUP, INC. | Sep 29, 2023 | Sep 26, 2023 | -3 | Firm change | Wirehouse to RIA |