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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-10-04 |
Branch Locations
1400 Fm 528 Suite D, Webster, TX 77598 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rmd Financial | Houston | TX | 12/2009 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 07/2018 | Present |
| Titan Tax Advisors | Webster | TX | 08/2020 | Present |
1) RMD Wealth Advisors LLC, Investment Related, 1400 FM 258, Suite D ,Webster, Texas 77598, Financial and Retirement Planning, Owner, Start Date 7/2018 2) RMD Financial Group LLC, Investment Related, 16860 Royal Crest Dr, Houston, TX 77058, Insurance Life & Health, Insurance Agent, Start date 04/2006. 3) Titan Tax Advisors | Not investment related | 1400 FM 258, Suite D ,Webster, Texas 77598 | Tax Prep| Owner | Started on 8/10/2020 | 25 hours a month | 20 hours during security trading hours | Running the business, sales, marketing, seminars, speaking engagements |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-05-29 |
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