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6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APP_PEND_IARCE | 2026-01-01 |
| AZ | RA | APPROVED | 2022-05-05 |
Branch Locations
6330 Sprint Pkwy Suite 400, Overland Park, KS 66211 • United States
Clarksville, TN • United States
Scottsdale, AZ • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 03/2016 | 01/2017 |
| F.E.R.S | Troy | MI | 04/2015 | 05/2020 |
| Self Employed | Troy | MI | 08/2014 | 04/2022 |
| Strategic Wealth Advisors Group, Inc. | Shelby Township | MI | 01/2017 | 10/2017 |
| Strategic Wealth Insurance Group, Inc. | Shelby Township | MI | 09/2016 | 10/2017 |
| Change Path, Llc | Leawood | KS | 07/2018 | Present |
| Self-Employed | Scottsdale | AZ | 04/2022 | Present |
JEFFREY M. WINTER (SELF EMPLOYED); INVESTMENT RELATED; SCOTTSDALE, AZ 85251 & CLARKSVILLE, TN 37040; LIFE INSURANCE AND ANNUITY SALES; INSURANCE AGENT; SINCE 08/2014; APX 80 HOURS PER MONTH ALL OF WHICH ARE DURING TRADING HOURS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-28 |
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