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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-03-25 |
Branch Locations
60 N 4Th St Suite B2, Central Point, OR 97502 • United States
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 |
|---|---|---|---|---|
| American Senior Benefits | Medford | OR | 12/2012 | 05/2018 |
| Questar Capital Corporation | Minneapolis | MN | 11/2014 | 10/2016 |
| Gradient Advisors, Llc | Arden Hills | MN | 03/2025 | Present |
| Highway Products Inc | White City | OR | 05/2018 | 09/2023 |
| Unemployed | Medford | OR | 10/2023 | 04/2024 |
| American Senior Benefits | Medford | OR | 04/2024 | Present |
1. ZKP Insurance Services LLC | Investment Related | 60 N 4th St Suite B2, Central Point, OR 97502 | Financial Planning | Owner | Investment Advisor Representative | 03/2025 | 130hrs/mo | 130hrs/mo During Trading | Advisory, Insurance, and Medicare services 2. American Senior Benefits | Investment Related | 60 N 4th St Suite B2, Central Point, OR 97502| Insurance | Associate | Agent | 02/2012 | 30hrs/mo | 30hrs/mo during trading | Insurance Services 3. Pin High Entertainment & Fundraising | Not Investment Related | Medford OR | Charity | Member | Golf Entertainment Professional | 09/2024 | 6hrs/mo outside of trading | Hitting golf balls and raising money through donations during golf events and tournaments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-25 |
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