Michael Gladwin is a CFP, ChFC-designated registered investment advisor, based in Dallas, TX, with 17 years of industry experience.
Location
5005 Lbj Freeway, Ste. 2200, Dallas, TX, 75244-6152
Get directionsHistory
Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael works as a driver for private airport transportation, Uber, and Lyft since 2023. This activity takes a few hours per week and occurs outside of trading hours.
Employment History
Current Registrations
Guidestone Financial ServicesBroker
January 2024 - Present · 2 yrs 3 mos
Guidestone Advisors
January 2024 - Present · 2 yrs 3 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
May 2020 - August 2023 · 3 yrs 3 mos
Charles Schwab & CO., INC.
May 2020 - August 2023 · 3 yrs 3 mos
USAA Investment Management Company
January 2018 - May 2020 · 2 yrs 4 mos
USAA Financial Advisors, INC.Broker
October 2011 - May 2020 · 8 yrs 7 mos
USAA Financial Planning Services
October 2011 - January 2018 · 6 yrs 3 mos
AXA Advisors, LLC
April 2007 - June 2010 · 3 yrs 2 mos
AXA Advisors, LLCBroker
April 2007 - June 2010 · 3 yrs 2 mos
State Registrations51 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVTWAWIWVWY
AdvisorBrokerBoth
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.