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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-09-12 |
Branch Locations
4105 Lexington Ave N, Arden Hills, MN 55126 • United States
Rudolph, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adler Insurance Agency Llc | Rudolph | OH | 10/2006 | Present |
| Gradient Advisors Llc | Arden Hills | MN | 08/2018 | Present |
1) dba Adler Financial; Investment Related; 15457 Bays Rd, Rudolph, OH 43462; Financial and Retirement Planning; Owner; Investment Advisor Representative; 08/2018; 120hrs/mo; 120hrs/mo during trading; Advisory and Insurance Services 2) Gail Adler Insurance Agency, LLC; Investment Related; 15457 Bays Rd, Rudolph, OH 43462; Insurance Sales; Owner; Agent; 10/2006; 30hrs/mo; 30hrs/mo during trading; Insurance 3) Gail Adler; Not Investment Related;15457 Bays Rd, Rudolph, OH 43462; Farm ground cash rent; Owner; 09/2006; 0hrs; Farm land leasing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-09 |
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