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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 | 2025-01-21 |
Branch Locations
Coral Springs, FL • 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 |
|---|---|---|---|---|
| Barry Young Enterprises Inc. | Fort Lauderdale | FL | 04/1988 | Present |
| Whitestone Wealth Management, Llc | Fort Lauderdale | FL | 08/2012 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 07/2017 | Present |
1) DBA WHITE WEALTH MANAGEMENT, LLC - 4265 NW 73 Way, CORAL SPRINGS, FL 33065 - OWNER/PRESIDENT - WEALTH MANAGEMENT, RETIREMENT PLANNING, AND FINANCIAL PLANNING - INVESTMENT RELATED 2) BARRY YOUNG ENTERPRISES INC. - INSURANCE RELATED STARTED 1988 - FT LAUDERDALE, FLORIDA - PRESIDENT - INSURANCE SALES FOR COMMISSION - 20 HRS PER WEEK - 4 HOURS DURING SECURITIES MARKET HOURS
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 2008-04-28 |
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