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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2021-03-22 |
| NH | RA | APPROVED | 2020-05-19 |
| AL | RA | APPROVED | 2017-05-15 |
Branch Locations
3943 Lorna Road, Hoover, AL 35244 • United States
Pelham, AL • 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 |
|---|---|---|---|---|
| Horizons Financial Group, Inc. | Birmingham | AL | 06/2015 | 03/2017 |
| Independent Insurance Agent | Birmingham | AL | 07/2012 | Present |
| Podium Finish Training | Birmingham | AL | 01/2007 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 05/2017 | Present |
1)dba Travis M Sherman Wealth Management, LLC - Pelham AL 35124 & Hoover AL 35244 - Wealth Management and Retirement Planning - Investment Related - Start Date: 05/2017 2)Advocare - 214 Eagle Cove Lane, Pelham, AL 35124 - Weight-management and sport perforance products - Non-Investment Related - Under 5 hours/month - Sale/Coach 3) Travis M. Sherman Retirement Income Consulting, LLC - Pelham AL 35124 & Hoover AL 35244 - President - Insurance Sales 4) PODIUM FINISH TRAINING. 2007-PRESENT. COACH FOR CYCLISTS/RUNNERS. NOT INVESTMENT RELATED. 5 HRS/MO.///ALABAMA CYCLING NEWS, THIS IS A WEBSITE, ALABAMACYCLINGNEWS.COM CYCLING RELATED WEBSITE, 2008. INDEPENDENT INSURANCE AGENT. NOT INVESTMENT RELATED. 20 HOURS/WK. SINCE 2012
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-22 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-10 |
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