Latonya Lee Bousquet | Financial Professional | Omaha, Nebraska | GLADSTONE WEALTH PARTNERS

Professional summary

Latonya Lee Bousquet, who also goes by Latonya L Bousquet, Latonya L Porter, is a registered financial advisor currently at GLADSTONE WEALTH PARTNERS located in Omaha, Nebraska and LPL FINANCIAL LLC located in Omaha, Nebraska.

Latonya is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2000. Latonya has worked at 4 firms and has passed the Series 66, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Latonya L Bousquet | Latonya L Porter

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.11/2021 - Silverleaf Wealth Management - Investment Related - Omaha, NE 68144 - DBA for LPL Business (entity for LPL business) - Start Date - 12/2021. 2. 04/07/2022 - Gladstone Institutional Advisory LLC - DBA: Gladstone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid- Start Date - 03/31/2022- 160 Hours Per Month/8 Hours During Securities Trading - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 4/2022. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3. 11/2021 - LPL Financial - broker-dealer registered representative - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading. 4. 03/2022 - Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Silverleaf Wealth Management - Investment Related - At Reported Business Location(s) - Registered Investment Adviser Hybrid - 80 hours a month during securities trading. 5. 3/13/2023 - Resilient Private Wealth - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date - 11/03/2022 - 160 Hours Per Month/7 Hours During Securities Trading

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Latonya Lee Bousquet's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

March 2, 2022 - Present

GLADSTONE WEALTH PARTNERS

Office #1: 12801 Pierce St #100, Omaha, NE 68144

RIA

CRD#: 250787

OMAHA, NE

Current

November 29, 2021 - Present

LPL FINANCIAL LLC

Office #1: 12801 Pierce St, Ste 100, Omaha, NE 68144

RIA

BD

CRD#: 6413

Omaha, NE

Past

November 24, 2021 - March 31, 2022

SILVERLEAF ADVISOR GROUP, LLC

RIA

CRD#: 286071

OMAHA, NE

Past

January 29, 2007 - November 19, 2021

EDWARD JONES

RIA

CRD#: 250

OMAHA, NE

Past

July 27, 2000 - November 19, 2021

EDWARD JONES

BD

CRD#: 250

OMAHA, NE

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

GW

GLADSTONE WEALTH PARTNERS

CRD#: 250787 / SEC#: 801-101532

RIA

Registered Investment Advisory firm - (7/28/2015 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

RR

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR

Arkansas
(5/21/2024)

RR

California
(11/29/2021)

RR

Colorado
(11/29/2021)

RR

Connecticut
(1/31/2022)

RR

Florida
(11/29/2021)

RR

Illinois
(1/14/2022)

RR

Iowa
(11/29/2021)

RR

Kansas
(12/16/2021)

RR

Kentucky
(6/8/2023)

RR

Michigan
(2/2/2022)

RR

Nebraska
(11/29/2021)

IAR

Nebraska
(3/2/2022)

RR

New Jersey
(2/15/2022)

RR

New York
(11/29/2021)

RR

North Carolina
(4/28/2023)

RR

South Dakota
(11/29/2021)

RR

Texas
(1/4/2022)

IAR

Texas
(12/16/2022)

RR

Utah
(1/4/2022)

RR

Wisconsin
(11/29/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

RR

IAR

Series 66

Date: 1/17/2007

Uniform Combined State Law Examination

State Security Law Exam

RR

Series 63

Date: 8/7/2000

Uniform Securities Agent State Law Examination

General Industry/Product Exam

RR

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

RR

Series 7

Date: 7/24/2000

General Securities Representative Examination

SRO Registrations

RR

FINRA

Current Firm

GW

GLADSTONE WEALTH PARTNERS

CRD#: 250787 / SEC#: 801-101532

RIA

Registered Investment Advisory firm - (7/28/2015 Approved)

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Contact information

Main Address

2000 Pga Blvd. Suite 4440, Palm Beach Gardens, FL 33408

Mailing Address

1545 Us-206 Suite 300, Bedminster, NJ 07921

Phone number

(908) 719-1313

Established

Firm type

Fiscal year end

# of Employees

163

SEC notice filing (50 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

GLADSTONE FORM ADV PART 2A, FIRM BROCHURE (9/15/2025)

GLADSTONE WRAP BROCHURE (9/15/2025)

Regulatory assets under management

Total Number of Accounts	17,810
AUM (Assets Under Management)	$ 4,943,971,956

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Advisor Monitoring

Firm Stability Insights

Latonya L. Bousquet

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Latonya Lee Bousquet's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

SILVERLEAF ADVISOR GROUP, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

GLADSTONE WEALTH PARTNERS

State Registrations and Notice Filings

Exams

Series 66

Date: 1/17/2007

Series 63

Date: 8/7/2000

SIE

Date: 10/1/2018

Series 7

Date: 7/24/2000

FINRA

Current Firm

GLADSTONE WEALTH PARTNERS

Contact information

SEC notice filing (50 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

GLADSTONE WEALTH PARTNERS

TRUST BUT VERIFY

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