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7601 France Avenue South Suite 100, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-26 |
| MN | RA | APPROVED | 2017-09-29 |
Branch Locations
7601 France Avenue South Suite 100, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities, Llc | Arden Hills | MN | 12/2010 | 09/2017 |
| Concourse Financial Group Securities Inc | Edina | MN | 09/2017 | 01/2025 |
| Dba - Tradition Wealth Management | Edina | MN | 09/2017 | Present |
| Tradition Wealth Management Llc | Edina | MN | 09/2017 | Present |
| Private Client Services | Edina | MN | 01/2025 | Present |
1) Tradition Wealth Management, LLC. 7601 France Avenue South Suite 100 Edina, MN 55435. Registered Investment Advisor. Chief Compliance Officer. 200 hrs/mo; 200 during trading hrs. Investment related. 2) Tradition Wealth Management. 7601 France Avenue South Suite 100 Edina, MN 55435. RIA. Chief Compliance Officer. 200 hrs/mo; 200 during trading hrs.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-04 |
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