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4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2023-03-23 |
Branch Locations
4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
346 Wealthy St Se, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'NEill Asset Management, Llc | Grand Rapids | MI | 11/2020 | Present |
| Gradient Securities, Llc | Arden Hills | MN | 03/2023 | Present |
| Vanderploeg Bergakker & Associates | Grand Rapids | MI | 06/2017 | 11/2020 |
| Bdo | Grand Rapids | MI | 09/2016 | 04/2017 |
| Bdo | Grand Rapids | MI | 03/2016 | 09/2016 |
O'NEILL ASSET MANAGEMENT, LLC; INV RELATED; 346 WEALTHY STREET, GRAND RAPIDS, MI 49503; FINANCIAL SERVICES; DIRECTOR OF CLIENT RELATIONS; START 11/2020; 160 HOURS PER MONTH; 140 HOURS DURING SECURITIES TRADING HOURS; SERVICE AND ADVISING CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-14 |
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