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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-11-20 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
3112 O Street Suite 2, Sacramento, CA 95816 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Davis | CA | 05/2016 | 03/2019 |
| Jpmorgan Chase Bank | Davis | CA | 06/2016 | 03/2019 |
| Mutual Of Omaha Investors Services | Sacramento | CA | 01/2020 | 12/2020 |
| Mutual Of Omaha Insurance Company | Sacramento | CA | 01/2020 | 12/2020 |
| Unemployed | Sacramento | CA | 04/2019 | 01/2020 |
| Pruco Securities, Llc. | Roseville | CA | 06/2021 | 05/2023 |
| Enhanced Logistics, Llc | Sacramento | CA | 12/2020 | 03/2022 |
| Lincoln Financial Group | Folsom | CA | 04/2021 | 07/2021 |
| Prudential Insurance Company Of America | Roseville | CA | 01/2022 | 05/2023 |
| Lifeco Insurance | Sacramento | CA | 05/2023 | 11/2023 |
| Gradient Advisors, Llc | Arden Hills | MN | 11/2023 | Present |
1. The Matter Financial Group, LLC | Investment Related | 3112 O Street STE 2 Sacramento CA 95816 | Financial Planning| Owner | Investment Advisor Representative | 11/2023 | 160hours/mo | 160hours/mo during trading | Advisory and Insurance Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-27 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-11 |
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