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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2023-08-01 |
| KS | RA | APPROVED | 2023-07-21 |
| OK | RA | APPROVED | 2023-07-21 |
| MO | RA | APPROVED | 2020-08-21 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
1531 E Bradford Pkwy Suite 303, Springfield, MO 65804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fed Marketing Llc | Springfield | MO | 11/2019 | 07/2020 |
| Youngblood Automotive Group | Springfield | MO | 09/2019 | 10/2019 |
| Ttec | Springfield | MO | 01/2019 | 09/2019 |
| Missouri State University | Springfield | MO | 08/2015 | 12/2018 |
| Gradient Advisors Llc | Arden Hills | MN | 08/2020 | Present |
1. Alpha Wealth Management | Investment Related | 1531 E Bradford Pkwy Suite 303 Springfield MO 65804| Investment Advisor Representative | Advisory and Insurance Services | 08/2020 | 160 hours a month | 130 hours a month during security trading hours | Conducting insurance sales, Advisory services, and meeting with clients. 2. Lucero Properties, LLC | Investment Related | Springfield MO | Real Estate |Agent | Owner | 01/2025 | 1hr/mo | 1hr/mo during trading | Real Estate Ownership
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-18 |
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