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4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-06-26 |
| CA | RA | APPROVED | 2025-02-18 |
| VA | RA | APPROVED | 2019-06-06 |
| MI | RA | APPROVED | 2019-04-15 |
| NC | RA | APPROVED | 2019-04-15 |
| TX | RA | APPROVED | 2019-04-15 |
Branch Locations
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
El Paso, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trev Corp Financial Services | El Paso | TX | 01/2005 | 12/2019 |
| Quest Capital Strategies, Inc. | Lake Forest | CA | 09/2013 | 04/2019 |
| Gradient Securities, Llc | Arden Hills | MN | 04/2019 | Present |
| Prima Insurance And Wealth Management, Llc | El Paso | TX | 12/2019 | Present |
PRIMA INSURANCE AND WEALTH MANAGEMENT, LLC DBA PRIMA INSURANCE; INVESTMENT RELATED; 6350 ESCONDIDO DR UNIT B21, EL PASO, TX 79912; INSURANCE; INSURANCE AGENT; START 12/2019; 20 HOURS PER MONTH; 20 HOURS DURING SECURITIES TRADING HOURS; SALES OF INSURANCE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-06 |
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