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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-23 |
Branch Locations
711 West Bay Area Blvd Suite 241, Webster, TX 77598 • 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 |
|---|---|---|---|---|
| World Financial Solutions, Inc | Houston | TX | 11/2013 | Present |
| 1St Alliance Mortgage Company | Houston | TX | 09/2008 | 12/2025 |
| Gradient Advisors, Llc | Arden Hills | MN | 04/2026 | Present |
1. Vic2retirehappy.com | Investment Related | 711 West Bay Area Blvd, Suite 241, Webster, TX 77598 | Financial Planning | Financial Advisor | Investment Advisor Representative | 04/2026 | 160hrs/mo | 160hrs/mo during trading | Advisory and Insurance Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-13 |
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