KB
Kristopher Bonocore
GLADSTONE WEALTH PARTNERS
Boca Raton, FL 33431
Some features on this profile are disabled
CRD#: 4361102
KB
Professional summary
Kristopher Bonocore, who also goes by Kris Bonocore, Kristopher Nmn Bonocore, is a registered financial advisor currently at GLADSTONE WEALTH PARTNERS located in Boca Raton, Florida and LPL FINANCIAL LLC located in Jupiter, Florida.
Kristopher is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2002. Kristopher has worked at 8 firms and has passed the Series 63, Series 66, Series 7TO, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Kris Bonocore | Kristopher Nmn Bonocore
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. 10/12/2018:IBP Wealth Management--InvestRel--AtReptBusLoc(s)--DBAforLPL Bus(EntityForLPL bus)-Start9/10/2018--160Hrs/Mon;8HrsDuringTrading-TimeSpent100%. 2. 10/12/2018:Gladstone Wealth Group-InvestRel-AtReptBusLoc(s)--DBAforLPL Bus(EntityForLPL bus)-Start9/10/2018--160Hrs/Mon;8HrsDuringTrading--TimeSpent100%. 3. 7/17/2019:Gladstone Institutional Advisory-DBA:(Hybrid)Gladstone Wealth Group-InvestRel-AtReptBusLoc(s)-DBAforLPL Bus(EntityForLPL bus)-Start3/1/2019-40Hrs/Mon;8HrsDuringTrading. 4. 7/17/2019:Investments By Planners-InvestRel-AtReptBusLoc(s)-DBAforLPL Bus(EntityForLPL bus)-Start3/1/2019-20Hrs/Mon;4HrsDuringTrading. 5. 8/1/2019:Gladstone Institutional Advisory--DBA:(Hybrid)Gladstone Wealth Group--InvestRel--AtReptBusLoc(s)-Registered Investment Advisor-Start9/10/2018-160Hrs/Mon;8HrsDuringTrading-TimeSpent100%--I provide investment advisory services through Gladstone Wealth Group, an independent investment advisor firm. I started this business activity on 8/1/2019. I expect to spend about 160 hours per month on this activity. Please see the advisory firms 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. 6. 8/1/2019:Gladstone-DBA:(Hybrid)Investments By Planners-InvestRel-AtReptBusLoc(s)-RIA/DBA-Start9/10/2018-160Hrs/Mon;8HrsDuringTrading-TimeSpent100%-I provide investment advisory services through Gladstone Wealth Group, an independent investment advisor firm. I started this business activity on 8/1/2019. I expect to spend about 160 hours per month on this activity. Please see the advisory firms 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. 7. 9/9/2020:KB Wealth Enterprises--NotInvestRel--Home Based--BusinessEntityForTax/InvestmentPurposesOnly--Start9/1/2020--160Hrs/MonDuringTrading. 8. 11/10/2020: GWP Holdings, LLC--DBA:Gladstone Wealth Partners-InvestRel--AtReptBusLoc(s)-DBAforLPL Bus(EntityForLPL bus)-Start10/1/2020-160Hrs/Mon;140HrsDuringTrading. 9. 11/18/2020: GWP Holdings, LLC-InvestRel-AtReptBusLoc(s)--BusinessEntityForTax/InvestmentPurposesOnly--Start10/1/2020--160Hrs/Mon;140HrsDuringTrading. 10. 05/11/2023 - Gladstone Aggregator, LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 5/01/2023 11. 02/07/2024 - The Carolina Quarry, LLC - Non-Inv related - Duncan, SC - Business Entity For Tax/Investment Purposes Only - Started 5/19/2024 - 0 Hrs/mo. 12) 09/10/2025 - Integrity, LLC - Not Investment Related-Outside/W-2 Employment- At Reported Business Location(s) - Start Date: 10/28/2022-0 Hrs/Mth - 0 Hrs During Trading. 13) 09/11/2025 - Gladstone Wealth Partners - Inv Rel - Registered Investment Advisor DBA - At Reported Business Location(s) - Start Date: 10/01/2020 - 160 Hrs/Mth - 140 Hrs During Trading.
CRS (Client Relationship Summary) - RIA
Click below to view Kristopher Bonocore's 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®
NoneExperience
Current
March 29, 2019 - Present
GLADSTONE WEALTH PARTNERS
Office #1: 2500 N. Military Trail Suite 225, Boca Raton, FL 33431RIA
CRD#: 250787
Boca Raton, FL
Current
February 2, 2019 - Present
LPL FINANCIAL LLC
Office #2: 2000 Pga Blvd Ste 4440, Palm Beach Gardens, FL 33408RIA
BD
CRD#: 6413
JUPITER, FL
Past
November 30, 2016 - July 24, 2017
EDELMAN FINANCIAL ENGINES
RIA
CRD#: 104510
OVERLAND PARK, KS
Past
August 19, 2016 - November 30, 2016
FINANCIAL ENGINES ADVISOR CENTER, LLC
RIA
CRD#: 109238
OVERLAND PARK, KS
Past
May 17, 2013 - October 26, 2016
THE MUTUAL FUND STORE
RIA
CRD#: 144963
HARRISBURG, PA
Past
July 23, 2012 - August 19, 2016
THE MUTUAL FUND RESEARCH CENTER, RESEARCH CENTER
RIA
CRD#: 140760
OVERLAND PARK, KS
Past
May 30, 2006 - March 21, 2012
THE MUTUAL FUND STORE
RIA
CRD#: 140557
EAST NORRITON, PA
Past
July 18, 2002 - May 8, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
PENNINGTON, NJ
Past
July 2, 2002 - May 8, 2006
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
PENNINGTON, NJ
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
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC
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
Alabama(4/22/2022)
RR
Alaska(4/22/2022)
RR
Arizona(4/22/2022)
RR
Arkansas(4/22/2022)
RR
California(4/22/2022)
RR
Colorado(4/22/2022)
RR
Connecticut(4/22/2022)
RR
Delaware(4/22/2022)
RR
District of Columbia(4/22/2022)
RR
Florida(2/2/2019)
IAR
Florida(3/29/2019)
RR
Georgia(4/22/2022)
RR
Hawaii(4/22/2022)
RR
Idaho(4/22/2022)
RR
Illinois(4/22/2022)
RR
Indiana(4/22/2022)
RR
Iowa(4/22/2022)
RR
Kansas(4/22/2022)
RR
Kentucky(4/22/2022)
RR
Louisiana(4/22/2022)
RR
Maine(4/22/2022)
RR
Maryland(4/22/2022)
RR
Massachusetts(4/22/2022)
RR
Michigan(4/16/2020)
RR
Minnesota(4/22/2022)
RR
Mississippi(4/22/2022)
RR
Missouri(4/22/2022)
RR
Montana(4/25/2022)
RR
Nebraska(4/22/2022)
RR
Nevada(4/22/2022)
RR
New Hampshire(4/22/2022)
RR
New Jersey(4/22/2022)
RR
New Mexico(4/22/2022)
RR
New York(4/22/2022)
RR
North Carolina(4/23/2022)
RR
North Dakota(4/22/2022)
RR
Ohio(4/25/2022)
RR
Oklahoma(4/22/2022)
RR
Oregon(4/22/2022)
RR
Pennsylvania(3/22/2019)
RR
Puerto Rico(4/22/2022)
RR
Rhode Island(4/22/2022)
RR
South Carolina(4/22/2022)
RR
South Dakota(4/22/2022)
IAR
Texas(12/20/2021)
RR
Texas(4/22/2022)
RR
Utah(4/22/2022)
RR
Vermont(4/22/2022)
RR
Virgin Islands(4/22/2022)
RR
Virginia(4/22/2022)
RR
Washington(4/22/2022)
RR
West Virginia(4/22/2022)
RR
Wisconsin(4/22/2022)
RR
Wyoming(4/22/2022)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 2/2/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
GW
GLADSTONE WEALTH PARTNERS
AFFINITY WEALTH MANAGEMENT GROUP | WHITE OAK WEALTH PARTNERS | WEALTH FORMAT SYSTEMS, LLC. | TRUE VISION FINANCIAL ADVISORS | THE TEMPLAR FINANCIAL GROUP, LLC | THE CHOICE GROUP | SYMMETRY WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISORY GROUP | STRATOS WEALTH ADVISOR GROUP | SSNA WEALTH | SILVERLEAF WEALTH MANAGEMENT | PUZZLE WEALTH SOLUTIONS, LLC | PUZZLE WEALTH SOLUTIONS LLC | PUZZLE WEALTH PARTNERS | PUZZLE ICS | PRIVATE WEALTH GROUP | PLATINUM WEALTH ADVISORS | PINNACLE WEALTH MANAGEMENT | PERSPECTIVE WEALTH PLANNING | PEAK WEALTH PARTNERS | PALMIERI FINANCIAL GROUP | MCKEE WEALTH MANAGEMENT INC. | MCKEE FINANCIAL, LLC | MCKEE FINANCIAL RESOURCES, INC | MCKEE FINANCIAL RESOURCES INC. | MASTRODIMOS WEALTH GROUP | LIMESTONE FINANCIAL GROUP | LAU WEALTH MANAGEMENT | KEY FINANCIAL ADVISORS, LLC | JOCKEY HOLLOW FINANCIAL SERVICES, LLC | IRUS WEALTH MANAGEMENT | INVESTMENT BY PLANNERS | INTEGRITY WEALTH | INTEGRITY POINT ADVISORS | HOFFMAN FINANCIAL STRATEGIES | HENRY AND HANNAY WEALTH MANAGEMENT | HEARTLAND RETIREMENT GROUP WEALTH MANAGEMENT | HEALTH MEETS WEALTH ADVISORS | GREEN RIDGE WEALTH PLANNING | GLADSTONE WEALTH PARTNERS | GLADSTONE WEALTH GROUP | GLADSTONE INSTITUTIONAL ADVISORY LLC | GLADSTONE CAPITAL MANAGEMENT | FREEDOM INVESTMENT MANAGEMENT GROUP | FOCUSED WEALTH, LLC. | CARBON WEALTH MANAGEMENT INC. | BLUESTONE WEALTH ADVISORS | AVANCE PRIVATE WEALTH MANAGEMENT | AURORA WEALTH ADVISORS | AS WEALTH MANAGEMENT LLC | AFFLUENT WEALTH CONSULTING LLC
CRD#: 250787 / SEC#: 801-101532
RIA
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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)
Regulatory assets under management
| Total Number of Accounts | 17,810 |
| AUM (Assets Under Management) | $ 4,943,971,956 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GLADSTONE WEALTH PARTNERS
CRD#: 250787Boca Raton, FL 33431TRUST BUT VERIFY
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