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Employer firm

Gradient Securities, LLC CRD 127701

$608M regulatory AUM 251 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Gradient Securities, Llc

4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2015-05-20
CA RA APPROVED 2015-05-13
MI RA APPROVED 2015-05-13
CO RA APPROVED 2015-05-12
WA RA APPROVED 2015-05-12
  • AZ RA
    APPROVED
    Since 2015-05-20
  • CA RA
    APPROVED
    Since 2015-05-13
  • MI RA
    APPROVED
    Since 2015-05-13
  • CO RA
    APPROVED
    Since 2015-05-12
  • WA RA
    APPROVED
    Since 2015-05-12

Branch Locations

4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US

4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States

428 S. Gilbert Rd Suite 109, Gilbert, AZ 85296 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gradient Securities, Llc Arden Hills MN 05/2015 Present
Chez Nous, Llc Gilbert AZ 05/2010 04/2020
Bishopp Insurance Services, Llc Gilbert AZ 04/2015 Present
Impact Wealth Advisory, Pllc Gilbert AZ 10/2018 Present
  • 05/2015 → Present
    Arden Hills, MN
  • 05/2010 → 04/2020
    Chez Nous, Llc
    Gilbert, AZ
  • 04/2015 → Present
    Bishopp Insurance Services, Llc
    Gilbert, AZ
  • 10/2018 → Present
    Impact Wealth Advisory, Pllc
    Gilbert, AZ
Previous Registrations
  • 2012-05-25 → 2015-05-20
    First Allied Advisory Services, Inc.
    San Diego, CA
  • 2004-09-02 → 2012-05-25
    Wrp Investments, Inc.
    Youngstown, OH
    Chandler, AZ
Other Businesses

1) IMPACT WEALTH ADVISORY, PLLC; INVT REL; 428 S. GILBERT ROAD, SUITE 109, GILBERT AZ 85296; FINANCIAL SERVICES; MANAGING MEMBER; START DATE 10/2018; 160 HRS/MO; 160 HRS/MO DURING TRADING; DBA FOR SECURITIES/ADVISORY SERVICES/INSURANCE. 2) BISHOPP INSURANCE SERVICES, LLC; INVT REL; 428 S. GILBERT ROAD, SUITE 109, GILBERT AZ 85296; LLC; MANAGING MEMBER; START 04/2015; 0 HRS/MO; 0 HR/MO DURING TRADING; LLC - OPEN ENTITY. 3) DEBORAH BISHOPP; INVT REL; 428 S. GILBERT ROAD, SUITE 109, GILBERT AZ 85296; OWNER; REAL ESTATE(RENTAL PROPERTY/PASSIVE INVESTMENT); START 04/2020; 1HR/MO; RENTAL PROPERTY. 4) BUSINESS NETWORK INTERNATIONAL; NOT INVT RELATED; 428 S. GILBERT ROAD, SUITE 109, GILBERT AZ 85296; BUSINESS NETWORKING; MEMBERSHIP COMMITTEE; START 10/2021; 10 HOURS PER MONTH; 10 HOURS DURING SECURITIES TRADING HOURS; BUSINESS NETWORKING. 4) DEBORAH BISHOPP; INVT REL; 26951 S WILD ANTELOPE PLACE, SONOITA, AZ 85637; OWNER; REAL ESTATE(RENTAL PROPERTY/PASSIVE INVESTMENT); START 11/2021; 1HR/MO; RENTAL PROPERTY.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-03-29
  • S63 Uniform Securities Agent State Law Examination
    1994-03-29
Designations
  • Certified Financial Planner
Other Names
  • Deborah Lynn Mcbride

View on SEC IAPD

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