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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-07-17 |
Branch Locations
Chester Spring, PA • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Eagle One Group, Inc. | Chester Springs | PA | 02/2006 | Present |
| Alliance America Corporation | Sarasota | FL | 06/2014 | Present |
| Virtue Capital Management, Llc | Nashville | TN | 01/2015 | 07/2020 |
| Gradient Advisors | Arden Hills | MN | 07/2020 | Present |
West Vincent Democrats; Not Investment related; PO Box 73 Birchrunville, PA 19421; Treasurer for a small local volunteer organization. Balance check book, write checks, deposit donations and file 1/4ly reports. 5 hours per month. THE EAGLE ONE GROUP, INC. NOT INVESTMENT RELATED. 2626 CONESTOGA RD, CHESTER SPRINGS, PA 19425-3500. SELLING LIFE, HEALTH INSURANCE AND FIXED ANNUITIES. Agent, SALES AND SERVICE OF ABOVE MENTIONED PRODUCTS. STARTING 12/2004. 80 HOURS PER MONTH. 150 hours during trading hours. FRANKLIN FINANCIAL MORTGAGE CORP. JENKINTOWN PA VERY LITTLE TIME DEVOTED TO THIS, ONLY A COUPLE HOURS/YR.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2009-03-02 |
| S65 | Uniform Investment Adviser Law Examination | 2009-01-08 |
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