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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 | 2017-09-22 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
800 W Arbrook Blvd Ste 115, Arlington, TX 76015 • United States
Arlington, TX • 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 |
|---|---|---|---|---|
| Carson Enterprise | Mansfield | TX | 01/2007 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 08/2017 | Present |
1) Carson Enterprise (Retirement Education Center) - Insurance Sales - 1275 N Main Street, Mainsfield, TX 76063 - 60 hours/month 2) TrackStar Realty Group - Real Estate - Realtor - 1301 E Debbie Lane, Mansfield, TX 76063 - Non-investment related - 20 hours/month 3) Retirement EDU Financial; 1275 N Main St, Ste 105-5, Mansfield, TX 76063; Retirement and Financial Planning; Owner; Start date 12/2020
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-31 |
| S66 | Uniform Combined State Law Examination | 2006-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-30 |
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