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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-02-08 |
| TN | RA | APPROVED | 2019-09-24 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
9041 Executive Park Dr Suite 250, Knoxville, TN 37923 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed / National Care Insurance Agency | Knoxville | TN | 11/1997 | Present |
| Gradient Advisors Llc | Arden Hills | MN | 09/2019 | Present |
1. dba Right Approach Financial; Investment Related; 9041 Executive Park Dr, Ste 250, Knoxville, TX 37923; Financial and Retirement Planning & Insurance sales; Investment Advisor Representative; Start date 09/2019; 2. National Care Insurance Agency; Investment Related; 9041 Executive Park Dr, Ste 250, Knoxville, TN 37923; Health Insurance Sales; Owner; Start date 1997; 20hrs/mo; 100k yr
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-12 |
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