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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-09-09 |
Branch Locations
2000 S Batavia Ave Suite 350, Geneva, IL 60134 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • 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 |
|---|---|---|---|---|
| Bankers Life & Casualty | Peoria Heights | IL | 07/2014 | 08/2022 |
| Bankers Life Securities | Peoria Heights | IL | 07/2018 | 08/2022 |
| Gradient Advisors Llc | Arden Hills | MN | 09/2022 | Present |
1. Burling Wealth Advisors Inc; Investment Related; 2000 S Batavia Ave, Suite 350 Geneva, IL 60134; Financial and Retirement Planning, Insurance Services ; Investment Advisor Representative; 01/2023 2. American Senior Benefit/Key Retirement; Investment Related; 2000 S Batavia Ave, Suite 350 Geneva, IL 60134; Insurance Sales; Insurance Agent; 08/2022; 120 hrs/mo 3. IPF Foundation; Not Investment Related; Naples FL; Medical Foundation; Board of Directors; 08/2022; 1 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-07 |
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