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4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2025-07-23 |
| ID | RA | APPROVED | 2025-03-10 |
| NC | RA | APPROVED | 2024-10-23 |
| CA | RA | APPROVED | 2024-07-23 |
| NM | RA | APPROVED | 2023-05-23 |
| VA | RA | APPROVED | 2023-03-09 |
| AR | RA | APPROVED | 2022-08-02 |
| GA | RA | APPROVED | 2019-04-30 |
| LA | RA | APPROVED | 2018-08-17 |
| CT | RA | APPROVED | 2018-04-19 |
| FL | RA | APPROVED | 2018-03-02 |
| CO | RA | APPROVED | 2018-02-08 |
| IL | RA | APPROVED | 2017-10-31 |
| TX | RA | APPROVED | 2015-03-19 |
Branch Locations
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
1800 Preston Park Blvd Suite 145, Plano, TX 75093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael A. Raitt, Cpa | Addison | TX | 06/1997 | Present |
| Almega Financial, Inc. | Plano | TX | 02/2001 | Present |
| Gradient Securities, Llc | Arden Hills | MN | 01/2013 | Present |
| Koala Realty, Llc | Plano | TX | 07/2022 | Present |
1) ALMEGA FINANCIAL DBA ALMEGA WEALTH MANAGEMENT; INVT REL; 1800 PRESTON PARK BLVD, STE 145, PLANO TX 75093; SECURITIES AND ADVISORY SERVICES; RR/IAR; START 12/2013; 50 HRS/MO; 50 HRS/MO DURING TRADING; DBA FOR SECURITIES/ADVISORY SERVICES. 2) MICHAEL A. RAITT, CPA; NON-INVT REL; 1800 PRESTON PARK BLVD, STE 145, PLANO TX 75093; TAX PREP; SOLE PROPRIETER,CPA; STARTED 6/1997; 10 HRS/MO; 10 HRS/MO DURING TRADING; PREPARE TAX RETURNS & DISCUSS TAX MATTERS W/CLIENTS. 3) ALMEGA FINANCIAL DBA ALMEGA MORTGAGE; NON-INVT REL; 1800 PRESTON PARK BLVD, STE 145, PLANO TX 75093; RESIDENTIAL MORTGAGE LOAN ORGANIZATION & PROCESSING; PRESIDENT; START 09/2012; 5 HRS/MO; 5 HRS/MO DURING TRADING HOURS; MANAGE OPERATIONS. 4) ALMEGA FINANCIAL DBA ALMEGA GROUP OF COMPANIES; INVT REL; 1800 PRESTON PARK BLVD, STE 145, PLANO TX 75093; SALES OF INSURANCE PRODUCTS AND COLLEGE ASSISTANCE SERVICES; START 02/2001; 20 HRS/MO; 20 HRS/MO DURING TRADING; SELLING FIXED INSURANCE PRODUCTS. 5) VINYL REWIND; NOT INV RELATED; DALLAS-FORT WORTH METROPLEX; BAND; GUITARIST; START 03/2010; 4 HOURS PER MONTH; NONE OF WHICH ARE DURING SECURITIES TRADING HOURS; GUITARIST/SING. 6) ESTATE PLANNING NAVIGATOR; NOT INV RELATED; 1800 PRESTON PARK BLVD, STE 145, PLANO TX 75093; ESTATE PLANNING; NAVIGATION ASSISTANT; START 11/2021; 5 HOURS PER MONTH; 5 HOURS DURING SECURITIES TRADING HOURS; NAVIGATING CLIENTS THROUGH ESTATE PLANNING SOFTWARE IN AN NON-LEGAL ASSISTANT CAPACITY. 7) KOALA RALTY, LLC; INV RELATED; 1800 PRESTON PARK BLVD, STE 145, PLANO TX 75093; REAL ESTATE MANAGEMENT; MANAGING MEMBER; START 07/2022; 5 HOURS PER MONTH; NONE OF WHICH ARE DURING TRADING HOURS; COLLECT RENT, MAINTAIN PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-03 |
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