Thomas Gregory Harper

Employer firm

Gradient Advisors, LLC CRD 152665

$289M regulatory AUM 64 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Pension consulting
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2011 → Present
  Fidelity Atlantic, Llc
  Tampa, FL
• 01/2013 → Present
  Heritage Financial Wealth Management, Llc
  Tampa, FL
• 11/2011 → Present
  Senior Insurance & Retirement Benefits Group, Llc
  Tampa, FL
• 03/2014 → Present
  Black Card Consulting
  Tampa, FL
• 03/2009 → 12/2016
  National Consumer Services
  Tampa, FL
• 02/2018 → Present
  Gradient Advisors, Llc
  Arden Hills, MN

Previous Registrations

• 2013-04-26 → 2018-03-28
  Heritage Financial Wealth Management, Llc
  Tampa, FL
  Tampa, FL
• 2012-04-03 → 2012-07-30
  Atlantic Investments A Registered Investment Advisor, Inc
  Los Angeles, CA

Other Businesses

1) DBA HERITAGE FINANCIAL WEALTH MANAGEMENT, LLC; INVESTMENT RELATED; MANAGING MEMBER; RETIREMENT PLANNING AND ADVISORY SERVICES; 1120 E. Kennedy Blvd Unit 1111, clearwater FL, 33767; 08/2012 2)SENIOR INSURANCE & RETIREMENT BENEFITS GROUP, LLC DBA HERITAGE FINANCIAL RETIREMENT AND INSURANCE SERVICES; MANAGING MEMBER/INSURANCE AGENT; Clearwater, FL; 08/2012 3)FIDELITY ATLANTIC; INSURANCE AGENT; TAMPA, FL; 01/2012 4)BLACK CARD CONSULTING; NON INVESTMENT RELATED;161 BRIGHTWATER DRIVE UNIT 5, CLEARWATER, FL; CONSULTING & DATA MGMT; OWNER; START DATE: 01/2019; 40 HRS/MO 5) Senior Benefits Foundation; Non Investment Related; PO Box 140290, Nashville, TX 37214; Social Security & Medicare Workshops; Volunteer; Start date 2016; 50 hrs/mo; No compensation 6) THOMAS HARPER; NON INVESTMENT RELATED; 161 BRIGHTWATER DR, UNIT 5, CLEARWATER BEACH, FL 33767; PREPARING FEDERAL TAX RETURNS; OWNER; START DATE 03/2019

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-02-08