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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-11-09 |
| NE | RA | APPROVED | 2021-11-05 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
9850 Nicholas St Suite 200, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Senior Benefits | Omaha | NE | 11/2009 | Present |
| Virtue Wealth Counsel, Llc | Omaha | NE | 05/2019 | 11/2021 |
| Gradient Advisors Llc | Arden Hills | MN | 11/2021 | Present |
American Senior Benefits; Investment Related; 9850 Nicholas St, Ste 200, Omaha, NE 68114; Health, Life, Annuity Sales; Insurance Producer; Start date 11/2009; 120hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-02-05 |
| S63 | Uniform Securities Agent State Law Examination | 2007-07-07 |
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