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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-10 |
Branch Locations
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 |
|---|---|---|---|---|
| Strategies For Wealth | White Plains | NY | 07/2006 | 07/2018 |
| Guardian Life Insurance Co | White Plains | NY | 07/2006 | 01/2018 |
| Park Avenue Securities | White Plains | NY | 02/2007 | 07/2018 |
| Woodbury Financial Services Inc | Poughquag | NY | 08/2018 | 12/2022 |
| Mml Investors Services, Llc | Syosset | NY | 01/2023 | 12/2024 |
| Massmutual Life Insurance Company | Syosset | NY | 01/2023 | 02/2025 |
| Gradient Advisors, Llc | Arden Hills | MN | 03/2025 | Present |
1. Thomas Castrovinci | Investment Related | Mahopac NY | Financial Planning | Owner| Investment Advisor Representative | 03/2025 | 160hrs/mo | 160hrs/mo during trading | Advisory and Insurance Services 2. Notary Public | Not Investment Related | Mahopac NY | Notary | 1987 | 1hr/mo outside of trading | Notary Services 3. Knights of Columbus | Not Investment Related | Mahopac NY | Non Profit | Treasurer | Member | 2019 | 10hrs/mo outside of trading | Accounting for the chapter
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2007-04-18 |
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