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Dale Edward Wondisford

Gradient Advisors, LLC

Arden Hills, MN

Winter Park, FL

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Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2023-06-22
  • FL RA
    APPROVED
    Since 2023-06-22

Branch Locations

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

941 West Morse Blvd Suite 100, Winter Park, FL 32789 • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Gradient Advisors Llc Arden Hills MN 06/2023 Present
Medigap Supplement Headquarters Orlando FL 11/2008 Present
  • 06/2023 → Present
    Arden Hills, MN
  • 11/2008 → Present
    Medigap Supplement Headquarters
    Orlando, FL
Previous Registrations
Other Businesses

1. Your Pension Rep | Investment Related | 941 West Morse Blvd Suite 100 Winter Park FL 32789 | Financial Planning | Owner | Investment Advisor Representative| 06/2023 | 100hrs/mo | 10hrs/mo during trading | Advisory and Insurance Services 2. Medigap Supplement Headquarters | Investment Related | 941 West Morse Blvd Suite 100 Winter Park FL 32789 | Medicare | Owner | Agent | 11/2008 | 60hrs/mo | 60hrs/mo during trading | Medicare sales

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-05-18
  • S65 Uniform Investment Adviser Law Examination
    2023-05-18
Other Names
  • Dale Wondisford

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