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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2015-07-20 |
Branch Locations
255 Butler Ave Suite 101, Lancaster, PA 17601 • 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 |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 07/2015 | Present |
| Assests & Insurance Management | Lancaster | PA | 06/2004 | Present |
South Bay HOA; Non Investment related, 501 Edgewater Ave. Ocean City, MD 21842; HOA Board Member, VP; Start date 2/2022; Appx 5 hours per month. DBA- ASSETS & INSURANCE MANAGEMENT, INC. OWNER OF HEALTH & LIFE INSURANCE. START DATE: 01/2004. LACATED AT: 280 GRADITE RUN DRIVE SUITE 250 LANCASTER, PA 17601
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-05-18 |
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