Garrett Edward Beggin

1-02/2025 / Bluestone Wealth Partners / DBA for LPL Business (entity for LPL business) / INV RLTD / AT LOCATION / 160 HRS MNTH / 8 HRS DURING TRADING / START 09/12/2024 2-07/2025 / Gladstone Institutional Advisory - DBA: (Hybrid) Gladstone Wealth Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 40 Hours Per week During Securities Trading - I provide investment advisory services through Gladstone Wealth Group, an independent investment advisor firm. I started this business activity in 7/2025. I expect to spend approximately 8007 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. 3-07/2025 / LPL Financial - broker-dealer registered representative - Investment Related - At Reported Business Location(s) - 80 hours a month during securities trading. 4- 07/2025 / Gladstone Institutional Advisory, LLC - DBA: (Hybrid) Bluestone Wealth Partners - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent 50% - I provide investment advisory services through Gladstone Institutional Advisory, an independent investment advisor firm. I started this business activity in 7/2025. 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.