Derren Burse
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
15 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Gladstone Wealth PartnersJun 2025 to now
- LPL Financial LLCJun 2025 to now
- Crump Life Insurance ServicesJan 2025 to Jun 2025
- Abound HealthOct 2024 to Jun 2025
- UnemployedFeb 2024 to Oct 2024
- Charles Schwab & Co., Inc.Jan 2022 to Jan 2024
- P.J. Robb Variable Corp.Sep 2017 to Dec 2021
- Crump Life Insurance ServicesAug 2017 to Dec 2021
- UnemployedMar 2017 to Aug 2017
- MetLife/Brighthouse FinancialDec 2015 to Mar 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2011
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 2 states (NC, NJ).
Gladstone Wealth Partners
Legal name: Gladstone Institutional Advisory LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 5923273
- 250787