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Advisor at GLADSTONE WEALTH PARTNERS
COLGATE, WI | 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 | Jan 2, 2026 | n/a | yes | COLGATE, WI|PALM BEACH GARDENS, FL | Current employment |
| SILVERLEAF ADVISOR GROUP, LLC | Former SEC adviser | Dec 11, 2020 | Mar 31, 2022 | no | OMAHA, NE|Colgate, WI | Previous registration |
| MORGAN STANLEY | Wirehouse | Feb 7, 2014 | Jan 5, 2021 | no | Milwaukee, WI | Previous registration |
| ALLSPRING FUNDS MANAGEMENT, LLC | Asset manager | Apr 25, 2007 | Sep 19, 2013 | no | MENOMONEE FALLS, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SILVERLEAF ADVISOR GROUP, LLC | GLADSTONE WEALTH PARTNERS | Mar 31, 2022 | Jan 2, 2026 | 1,373 | Firm change after gap | RIA to RIA |
| MORGAN STANLEY | SILVERLEAF ADVISOR GROUP, LLC | Jan 5, 2021 | Dec 11, 2020 | -25 | Firm change | Wirehouse to RIA |
| ALLSPRING FUNDS MANAGEMENT, LLC | MORGAN STANLEY | Sep 19, 2013 | Feb 7, 2014 | 141 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 286071:250787:NE:2022-03-31 | Mar 31, 2022 | Jan 2, 2026 | OMAHA, NE | Firm change after gap |