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Current Employers
Gradient Securities, Llc

4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2015-04-06
  • FL RA
    APPROVED
    Since 2015-04-06

Branch Locations

1740 Se 18Th Street Suite 1301, Ocala, FL 34471 • United States

4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Gradient Securities, Llc Arden Hills MN 05/2012 Present
Central Florida Wealth Management, Inc. Ocala FL 05/2005 Present
Drz Properties, Llc Ocklawaha FL 08/2023 Present
18Th Cirle Properties, Llc Ocala FL 07/2009 Present
  • 05/2012 → Present
    Arden Hills, MN
  • 05/2005 → Present
    Central Florida Wealth Management, Inc.
    Ocala, FL
  • 08/2023 → Present
    Drz Properties, Llc
    Ocklawaha, FL
  • 07/2009 → Present
    18Th Cirle Properties, Llc
    Ocala, FL
Previous Registrations
  • 2012-05-09 → 2015-04-01
    Ocala, FL
    Arden Hills, MN
  • 2011-02-18 → 2012-05-08
    Brookstone Securities, Inc.
    Ocala, FL
    Lakeland, FL
Other Businesses

1) DBA: CENTRAL FLORIDA WEALTH MANAGEMENT, INC; INVT REL; 1740 SE 18TH STREET SUITE 1301, OCALA FL 34471; FINANCIAL SERVICES & INSURANCE SALES; AGENT; START 2005; 5 HRS/MO; 5 HRS/MO DURING TRADING; INSURANCE SALES AND DBA FOR SECURITIES/ADVISORY SERVICES. 2) 18TH CIRCLE PROPERTIES LLC; INVT REL; 1740 SE 18TH STREET SUITE 1301, OCALA, FL 34471; RENTAL PROPERTY; OWNER; START 07/2009; 1 HR/MTH; 1 HR DURING TRADING; RENTAL PROPERTY OWNER. 3) BEN ZAHARIAS; NONINVT REL; MARTIAL ARTS INSTRUCTOR; START 1985; 4 HR/MTH/H HR DURING TRADING HOURS. 4) DRZ PROPERTIES, LLC; INV RELATED; 14370 SE 131SST PLACE, OCKLAWAHA, FL 32179; RENTAL PROPERTY; OWNER; START 08/2023; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS; RENTAL PROPERTY OWNER.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2007-10-10
  • S63 Uniform Securities Agent State Law Examination
    2007-10-10
Designations

View on SEC IAPD

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