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Advisor at GATEWAY WEALTH PARTNERS, LLC
APPLETON, WI | Eau Claire, WI
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 | Dec 5, 2025 | n/a | yes | Eau Claire, WI|APPLETON, WI | Current employment |
| OSAIC WEALTH, INC. | Bd affiliated wealth | Jan 19, 2024 | Dec 3, 2025 | no | EAU CLAIRE, WI | Previous registration |
| WOODBURY FINANCIAL SERVICES, INC. | Former SEC adviser | Mar 8, 2021 | Jan 19, 2024 | no | LAKE ELMO, MN|EAU CLAIRE, WI|EAU CLAIRE, WI | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Nov 19, 2020 | Mar 22, 2021 | no | Eau Claire, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| OSAIC WEALTH, INC. | GATEWAY WEALTH PARTNERS, LLC | Dec 3, 2025 | Dec 5, 2025 | 2 | Firm change | Ibd to RIA |
| WOODBURY FINANCIAL SERVICES, INC. | OSAIC WEALTH, INC. | Jan 19, 2024 | Jan 19, 2024 | 0 | Bulk transfer | Ibd to ibd |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | WOODBURY FINANCIAL SERVICES, INC. | Mar 22, 2021 | Mar 8, 2021 | -14 | Firm change | Ibd to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 23131:322789:WI:2025-11-19 | Dec 3, 2025 | Dec 5, 2025 | EAU CLAIRE, WI | Firm change |
| 134139:421:WI:2021-03-22 | Mar 22, 2021 | Mar 8, 2021 | EAU CLAIRE, WI | Firm change |