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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-03-05 |
| CA | RA | APPROVED | 2024-02-06 |
Branch Locations
2204 Plaza Drive Ste 220, Rocklin, CA 95765 • 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 |
|---|---|---|---|---|
| Mason Wealth Group Llc | Pensacola | FL | 07/2021 | Present |
| Market America | Pensacola | FL | 12/2020 | 02/2022 |
| Iron Plan Solutions Group, Llc | Pensacola | FL | 04/1999 | 12/2023 |
| Sound Income Strategies Llc | Fort Lauderdale | FL | 11/2022 | 12/2023 |
| Gradient Advisors, Llc | Arden Hills | MN | 02/2024 | Present |
1. Mason Wealth Group, LLC; Investment Related; 10125 Noriega Dr Pensacola FL 32514 & 2204 Plaza Drive Ste 220 Rocklin CA 95765; Advisory and Insurance Services; Owner; Investment Advisor Representative; 02/2024; 160hrs/mo; 160hrs/mo during trading; Financial Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-02 |
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