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Advisor at GATEWAY WEALTH PARTNERS, LLC
Scottsdale, AZ | APPLETON, WI | SCOTTSDALE, AZ
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 14, 2025 | n/a | yes | Scottsdale, AZ|APPLETON, WI | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Apr 25, 2023 | n/a | yes | SCOTTSDALE, AZ | Current employment |
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | Former SEC adviser | Feb 1, 2023 | Jan 2, 2025 | no | SCOTTSDALE, AZ | Previous registration |
| EDWARD JONES | National bd RIA | Sep 18, 2017 | Jan 24, 2023 | no | TEMPE, AZ|SCOTTSDALE, AZ|Scottsdale, AZ|ST LOUIS, MO|SCOTTSDALE, AZ|SCOTTSDALE, AZ | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | LPL FINANCIAL LLC | Jan 2, 2025 | Apr 25, 2023 | -618 | Firm change after gap | RIA to ibd |
| EDWARD JONES | HOUSEHOLDER GROUP ESTATE & RETIREMENT SPECIALISTS | Jan 24, 2023 | Feb 1, 2023 | 8 | Firm change | Ibd to RIA |