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Savage, MN • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities Llc | Arden Hills | MN | 01/2016 | 06/2023 |
| Pcs Residential | Eagan | MN | 06/2015 | 11/2018 |
| Gradient Wealth Management | Arden Hills | MN | 11/2018 | 12/2024 |
| Gradient Securities, Llc | Arden Hills | MN | 01/2016 | 12/2024 |
| Performance Golf | Savage | MN | 05/2023 | 10/2023 |
| Gradient Investments, Llc | Arden Hills | MN | 10/2023 | Present |
| Sword And Shield Solutions Llc | Savage | MN | 04/2024 | Present |
| Sword And Shield Solutions Llc | Savage | MN | 02/2025 | Present |
1. SWORD AND SHIELD SOLUTIONS ; INV RELATED; 13235 PENNSYLVANIA AVE, SAVAGE, MN 55378; INSURANCE; INSURANCE AGENT; START 02/2023; 20 HOURS PER MONTH; 20 HOURS DURING TRADING HOURS. 2. GRADIENT INVESTMENTS, LLC; INV RELATED; 4105 LEXINGTON AVE N, ARDEN HILLS, MN 55126; SEC REGISTERED INVESTMENT ADVISOR; INVESTMENT CONSULTANT; START 10/2023; 160 HOURS PER MONTH; 140 HOURS DURING SECURITIES TRADING HOURS; MONEY MANAGEMENT SERVICES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2022-10-08 |
| S65 | Uniform Investment Adviser Law Examination | 2018-11-05 |
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