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Advisor at GLADSTONE WEALTH PARTNERS
Omaha, NE | 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 | Aug 24, 2026 | n/a | yes | Omaha, NE|PALM BEACH GARDENS, FL | Current employment |
| CAPITAL CITY WEALTH MANAGEMENT, INC. | Independent wealth | Feb 5, 2025 | Aug 20, 2026 | no | BISMARCK, ND|Clayton, MO | Previous registration |
| FOCUS PARTNERS WEALTH, LLC | Independent wealth | Jul 1, 2024 | Nov 19, 2024 | no | CLATYON, MO|ST. LOUIS, MO | Previous registration |
| BUCKINGHAM STRATEGIC WEALTH, LLC | Former SEC adviser | Oct 29, 2021 | Jul 1, 2024 | no | ST LOUIS, MO|WILLIAMSTON, MI|GRAND LEDGE, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CAPITAL CITY WEALTH MANAGEMENT, INC. | GLADSTONE WEALTH PARTNERS | Aug 20, 2026 | Aug 24, 2026 | 4 | Firm change | RIA to ibd |
| FOCUS PARTNERS WEALTH, LLC | CAPITAL CITY WEALTH MANAGEMENT, INC. | Nov 19, 2024 | Feb 5, 2025 | 78 | Firm change | RIA to RIA |
| BUCKINGHAM STRATEGIC WEALTH, LLC | FOCUS PARTNERS WEALTH, LLC | Jul 1, 2024 | Jul 1, 2024 | 0 | Bulk transfer | RIA to RIA |