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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 | 2024-10-25 |
Branch Locations
4695 Macarthur Ct 11Th Floor, Newport Beach, CA 92677 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Knr Consulting And Wealth Management, Inc. | Laguna Niguel | CA | 09/2020 | 07/2021 |
| Simplified Insurance Services, Inc. Dba Krwm Insurance Services | Laguna Niguel | CA | 05/2019 | 06/2021 |
| Reform Through Education | Montrose | CA | 10/2017 | 08/2019 |
| Self-Employed | Park City | UT | 11/2016 | 10/2017 |
| Park City Film Studios | Park City | UT | 07/2015 | 11/2016 |
| Foundations Investment Advisors | Phoenix | AZ | 07/2021 | 10/2024 |
| Gradient Advisors, Llc | Arden Hills | MN | 10/2024 | Present |
1. Elite Capital & Insurance Services | Investment Related | 4695 MacArthur Ct 11th Floor Newport Beach CA 92677 | Financial Planning | Owner | Investment Advisor Representative | 10/2024 | 160hrs/mo | 160hrs/mo during trading | Advisory &Insurance Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-24 |
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