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11818 Rock Landing Drive Suite 103, Newport News, VA 23606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-07-15 |
| NC | RA | APPROVED | 2026-06-19 |
| FL | RA | APPROVED | 2026-05-15 |
| VA | RA | APPROVED | 2026-05-13 |
Branch Locations
11818 Rock Landing Drive Suite 103, Newport News, VA 23606 • United States
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-06-09 |
Branch Locations
11818 Rock Landing Drive Suite 103, Newport News, VA 23606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Investments, Llc | Arden Hills | MN | 06/2026 | Present |
| Mcm Financial Management | Newport News | VA | 02/2021 | 04/2026 |
| Full Time Student | Harrisonburg | VA | 08/2013 | 05/2023 |
| Osaic Wealth, Inc. | Newport News | VA | 09/2024 | 04/2026 |
| Norseman Advisory Group, Inc. | Newport News | VA | 05/2026 | Present |
| Osaic Wealth, Inc. | Newport News | VA | 05/2024 | 04/2026 |
(1) Norseman Advisory Group, Inc.; Yes; Newport News, VA; RIA; IAR; 05/2026; 99% of time spent on this business (2) Gradient Investments, LLC; Yes; Arden Hills, MN; RIA; Solicitor; 06/2026; 1% of time spent on this business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-16 |
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