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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-06-14 |
Branch Locations
904 W Poinsett Street, Greer, SC 29650 • 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 |
|---|---|---|---|---|
| Secure Financial Solutions, Inc. | Greer | SC | 05/2008 | 05/2024 |
| Gradient Advisors, Llc | Arden Hills | MN | 05/2024 | Present |
1. Secure Financial Solutions, Inc; Investment Related; 904 W Poinsett street, Greer, South Carolina 29650; Financial Planning; Owner; Investment Advisor Representative; 05/2008; 160hrs/mo; 160hrs/mo during trading; Insurance and Advisory Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-03-21 |
| S63 | Uniform Securities Agent State Law Examination | 2000-06-29 |
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