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Mcpherson, KS • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2023-09-19 |
| TX | RA | APPROVED_RES | 2023-08-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Financial Group | Arden Hills | MN | 05/2006 | Present |
| Jaime Malm, Sole Proprietor Dba Iron Horse Financial | Mcpherson | KS | 07/2019 | 11/2021 |
| Paladin Wealth, Llc | Arden Hills | MN | 02/2020 | 10/2023 |
| Iron Horse Financial, Llc | Mcpherson | KS | 11/2021 | 01/2025 |
| Iron Horse Retirement Llc | Mcpherson | KS | 07/2023 | Present |
| Iron Horse Financial Services Llc | Mcpherson | KS | 07/2023 | Present |
| Iron Horse Financial Services Llc | Mcpherson | KS | 03/2023 | Present |
| Iron Horse Properties Llc | Mcpherson | KS | 07/2013 | Present |
1. GRADIENT FINANCIAL GROUP; NON-INVESTMENT RELATED; VICE PRESIDENT OF MARKETING;05/2006; ARDEN HILLS, MN; 160 HOURS A MONTH/160 HOURS DURING SECURITIES TRADING 2. Iron Horse Retirement LLC; Investment Related; Owner/Insurance Agent; 07/2023; McPherson, KS; Fixed Insurance Sales; 10-15 hours spent per month; 10-15 hours spent during securities trading hours; started 07/2023. 3. Iron Horse Properties LLC; Not Investment Related; Owner; Real Estate Ownership; McPerson, KS; 20 hours per month spent; 0 hours during securities trading hours; started 07/2013.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2004-11-22 |
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