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4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-31 |
| CA | RA | APPROVED | 2024-01-03 |
| AZ | RA | APPROVED | 2022-01-07 |
| NY | RA | APPROVED | 2022-01-03 |
| TX | RA | APPROVED | 2022-01-03 |
Branch Locations
4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Fitzpatrick Group, Llc. | Houston | TX | 04/2016 | 12/2021 |
| The On Equity Sales Co. | Cincinnati | OH | 08/2016 | 12/2021 |
| Ohio National Financial Services | Cincinnati | OH | 08/2016 | 12/2021 |
| Gradient Securities, Llc | Arden Hills | MN | 12/2021 | Present |
| Houston Retirement Solutions, Llc | Houston | TX | 10/2023 | Present |
1. NAME: Houston Retirement Solutions, LLC | INVESTMENT RELATED: Yes | ADDRESS: 7403 Barberton Dr, Houston, TX 77036 | NATURE OF BUSINESS: Insurance, LTC and Fixed Products | POSITION: Agent | START DATE: 10/2023 | HOURS PER MONTH: 80 | TRADING HOURS PER MONTH: 80 | DUTIES: Sales, Customer Service, and Operations 2. NAME: Southwest Management District | INVESTMENT RELATED: No | ADDRESS: 6588 Corporate Dr, Houston, TX 77036 | NATURE OF BUSINESS: Community Board Service of SW Houston | POSITION: Vice-Chairman Board of Directors | START DATE: 1/2018 | HOURS PER MONTH: 20 | TRADING HOURS PER MONTH: 20 | DUTIES: Support and Enhance Public Safety, Business, & Economic Development, Environmental and Urban Design Improvements 3. NAME: Acquaro & Associates | INVESTMENT RELATED - Yes | ADDRESS - 7403 Barberton Dr, Houston, TX 77036 | NATURE OF BUSINESS - Insurance, LTC and Fixed Products | POSITION - Agent | POSITION: Agent | START DATE: 10/2021 | HOURS PER MONTH: 1 | TRADING HOURS PER MONTH: 1 | DUTIES: Former DBA for insurance - continued servicing of existing accounts 4. NAME: Lauren Grace LLC DBA Cash4College | INVESTMENT RELATED: No | ADDRESS: 4212 San Felipe #128, Houston, Texas 77027 | NATURE OF BUSINESS: College Admissions Counsseling | POSITION: Consultant | START DATE: 06/2026 | HOURS PER MONTH: 2 | TRADING HOURS PER MONTH: 2 | DUTIES: Provide insight, guidance, support on navigating college financial aid applications and appeals process
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-13 |
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