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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 | 2020-03-31 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
1582 Fitchville Ave, San Jose, CA 95126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Academy Of Self Defense | Santa Clara | CA | 08/2016 | 03/2020 |
| Gradient Advisors | Arden Hills | MN | 03/2020 | Present |
| Self Employed | San Jose | CA | 05/2005 | Present |
PB Strategic Financial Solutions life and annuity sales, investment related, independent life agent, start date 5.2005-present address. 1582 Fitchville Ave. San Jose, CA 95126 appx 80-100hrs/month which at least 1/2 is during trading hours. Duties include insurance sales, marketing, training, client interface, running illustrations, case design, ect.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-11 |
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