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4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-06-29 |
Branch Locations
1287 Wabash Ave, Springfield, IL 62704 • United States
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Securian Financial Services Inc | St Paul | MN | 08/2018 | 01/2019 |
| Minnesota Life Insuranc Co | St P' | MN | 08/2018 | 01/2019 |
| Omni Financial Services | Fort Myers | FL | 08/2018 | 01/2019 |
| Verizon Wireless | St. Petersburg | FL | 06/2015 | 07/2018 |
| Morgan Stanley | Temple Terrace | FL | 03/2019 | 05/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2019 | 05/2020 |
| Unemployed | Unemployed | 06/2020 | 08/2020 | |
| Valic Financial Advisors, Inc. | Tampa | FL | 08/2020 | 01/2023 |
| Agia | Houston | TX | 12/2022 | 01/2023 |
| Lincoln Investment | Fort Washington | PA | 02/2023 | 08/2023 |
| Capital Analysts | Fort Washington | PA | 02/2023 | 08/2023 |
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 11/2023 | 06/2025 |
| Kestra Investment Services, Llc | Springfield | IL | 06/2025 | 04/2026 |
| Kestra Advisory Services, Llc | Springfield | IL | 06/2025 | 04/2026 |
| Gradient Securities, Llc | Arden Hills | MN | 06/2026 | Present |
BEATTY TAX SERVICES | POSITION: Tax Preparer | NATURE: Tax Services | INVESTMENT RELATED: No | NUMBER OF HOURS: 20/mo | SECURITIES TRADING HOURS: 0 \mo | START DATE: 05/2026 | ADDRESS: 1287 Wabash Avenue, Springfield, IL 62704 | DESCRIPTION: Meet with clients, review tax documents, ask qualifying questions for accuracy, input data into software, make copies of all tax documents, accept payment, and follow up with lead CPA/EA for signature and submission. BEATTY WEALTH MANAGEMENT DBA BEATTY WEALTH MANAGEMENT & TAX SERVICES | POSITION: Owner/Agent | NATURE: Insurance sales and servicing | NUMBER OF HOURS: 20/mo | SECURITIES TRADING HOURS: 15/mo | START DATE: 07/2026 | ADDRESS: 1287 Wabash Avenue, Springfield, IL 62704 | DESCRIPTION: Fixed Insurance Products: Sales and Servicing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-02 |
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