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Account
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3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2022-10-31 |
Branch Locations
3980 Old Milton Parkway, Alpharetta, GA 30005 • United States
522 Main Street, Pineville, NC 28134 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grady Financial Inc. | Charlotte | NC | 07/2015 | 10/2016 |
| Gradient Investments, Llc | Arden Hills | MN | 07/2015 | 11/2016 |
| Grady Group Inc. | Pineville | NC | 10/2007 | Present |
| Questar Asset Management | Minneapolis | MN | 11/2016 | 10/2017 |
| Clarity Financial Group, Inc. | Charlotte | NC | 10/2017 | 10/2022 |
| Gradient Investments, Llc | Arden Hills | MN | 11/2017 | 04/2019 |
| Formulafolios | Grand Rapids | MI | 01/2018 | 03/2021 |
| Gibbs Wealth Management, Llc | Alpharetta | GA | 10/2022 | Present |
GRADY GROUP INC INVESTMENT RELATED INSURANCE AGENT Pineville, NC 28134 12/2016 20 HOURS/MONTH 10 HOURS/MONTH TRADING HOURS RENTAL PROPERTY NOT INVESTMENT RELATED OWNER CHARLOTTE, NC 10/2023 1 HOUR/MONTH 1 HOUR/MONTH TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-06-06 |
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