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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-05-28 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
614 Prosperity Way, Chesapeake, VA 23320 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ruggiero Wealth Management, Llc | Couer D'ALene | ID | 06/2021 | 05/2022 |
| Jdbyrne Capital, Inc. | Chesapeake | VA | 08/2014 | Present |
| Gradient Advisors Llc | Arden Hills | MN | 05/2022 | Present |
| Jdbyrne Holding, Llc | Chesapeake | VA | 02/2020 | Present |
1. Legacy Financial Planning and Insurance Services, LLC; Investment Related; 614 Prosperity Way Chesapeake VA 23320; Financial planning; Owner; Advisor; 05/2022; 100hrs/mo during trading; Advisory and Insurance activities. 2. JDBYRNE CAPITAL INC; Not Investment Related; 646 Prosperity Way, Chesapeake, VA 23320; Rental Property Office; Landlord; Start date 02/2019; Hours only as needed; Property Management Activities 3. JDBYRNE HOLDING LLC; Not Investment Related; Multiple Properties in Chesapeake VA; Rental Properties; Owner; Start date 02/2020; Hours only as needed; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-06-07 |
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