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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
155 N. Lake Ave Suite 800, Pasadena, CA 91101 • 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 |
|---|---|---|---|---|
| Gemlife Capital | Pasadena | CA | 07/2010 | 05/2020 |
| Virtue Capital Management, Llc | Nashville | TN | 02/2017 | 01/2018 |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 02/2018 | 11/2019 |
| Lifepro Asset Management, Llc | San Diego | CA | 11/2019 | 03/2024 |
| Gradient Advisors, Llc | Arden Hills | MN | 03/2024 | Present |
| Verity Financial And Insurance Services | Pasadena | CA | 11/2025 | Present |
1. Verity Wealth Group dba for Gradient Advisors|Investment Related | 155 N. Lake Ave Suite 800 Pasadena CA 91101| Financial Planning | Owner | Investment Advisor Representative | 05/2020 | 160 hrs/mo | 160 hrs/mo during trading |Advisory and Insurance Services 2. Seel Capital Inc | Investment Related | San Gabriel CA | Accounting| President | Agent | 02/2021 | 10 hrs/mo outside of trading | Investment Income Entity
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-13 |
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