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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 | 2024-05-31 |
| MS | RA | APPROVED | 2024-05-24 |
| AL | RA | APPROVED | 2024-05-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Sequent Planning, Llc | Mobile | AL | 10/2020 | 04/2024 |
| Grove Financial Group Inc. | Mobile | AL | 07/2004 | Present |
| Kaplan University | Chicago | IL | 01/2011 | 07/2018 |
| Gradient Advisors, Llc | Arden Hills | MN | 05/2024 | Present |
1. Grove Wealth Management; Investment Related; 1529 Carlisle Dr W Mobile AL 36618; Advisory; Owner; Investment Advisor Representative; 05/2024; 130hrs/mo; 130hrs/mo during trading; Financial Planning 2. Grove Financial Group INC; Investment Related; 1529 Carlisle Dr W Mobile AL 36618; Insurance and Medicare; Owner; CEO/President/Agent; 01/1997; 40hrs/mo; 40hrs/mo during trading; Insurance and Medicare sales 3. Web Tech Design; Investment Related; 1529 Carlisle Dr W Mobile AL 36618; Web Technology; CEO; Web Integrator; 01/2024; 10hrs/mo; 10hrs/mo during trading; Web technology for agents Marketing and lead generation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-03 |
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