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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-08-24 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Demarest, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Income Harbor, Llc | Union City | NJ | 01/2017 | Present |
| Gebhardt Group Inc | Roseville | CA | 03/2016 | 10/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 11/2018 | 06/2021 |
| Gradient Advisors Llc | Arden Hills | MN | 08/2021 | Present |
1.) Income Harbor Wealth Management; INVESTMENT RELATED; 59 Van Horn St Demarest NJ 07627; Investment Advisory; Owner; Investment Advisor Representative; START DATE 01/2017; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; Financial Planning 2.) Income Harbor Financial Group; INVESTMENT RELATED; 59 Van Horn St Demarest NJ 07627 Insurance; Agent; INSURANCE PRODUCER; START DATE 01/2017; APPROX 80 HRS/MONTH; APPROX 80 HRS/MONTH DURING TRADING; INSURANCE SALES AND SERVICES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-01-22 |
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