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Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-11-17
  • OH RA
    APPROVED
    Since 2025-11-17

Branch Locations

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Liberty Township, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eagle Bridge Sidney OH 03/2012 04/2019
New York Life Insurance Co Cincinnati OH 10/2020 03/2021
Nylife Securities Llc Cincinnati OH 10/2020 03/2021
Jurgensen Companies Cincinnati OH 04/2020 10/2020
State Farm Cincinnati OH 04/2020 07/2020
Transamerica Financial Advisors, Inc Dayton OH 05/2022 07/2022
Barrett Paving Franklin OH 05/2021 01/2025
John R Jurgensen Sharonville OH 04/2020 11/2020
Raymond James Financial Cincinnati OH 04/2019 07/2019
Eagle Bridge Sidney OH 07/2019 04/2020
John R. Jurgensen Cincinnati OH 04/2020 11/2020
New York Life Cincinnati OH 12/2020 03/2021
Barrett Paving Materials Middletown OH 05/2021 01/2025
Baynes Investment Counsel Llc Mason OH 01/2023 10/2025
Eagle Bridge Company Sidney OH 06/2025 Present
Gradient Advisors, Llc Arden Hills MN 11/2025 Present
  • 03/2012 → 04/2019
    Eagle Bridge
    Sidney, OH
  • 10/2020 → 03/2021
    New York Life Insurance Co
    Cincinnati, OH
  • 10/2020 → 03/2021
    Nylife Securities Llc
    Cincinnati, OH
  • 04/2020 → 10/2020
    Jurgensen Companies
    Cincinnati, OH
  • 04/2020 → 07/2020
    State Farm
    Cincinnati, OH
  • 05/2022 → 07/2022
    Transamerica Financial Advisors, Inc
    Dayton, OH
  • 05/2021 → 01/2025
    Barrett Paving
    Franklin, OH
  • 04/2020 → 11/2020
    John R Jurgensen
    Sharonville, OH
  • 04/2019 → 07/2019
    Raymond James Financial
    Cincinnati, OH
  • 07/2019 → 04/2020
    Eagle Bridge
    Sidney, OH
  • 04/2020 → 11/2020
    John R. Jurgensen
    Cincinnati, OH
  • 12/2020 → 03/2021
    New York Life
    Cincinnati, OH
  • 05/2021 → 01/2025
    Barrett Paving Materials
    Middletown, OH
  • 01/2023 → 10/2025
    Mason, OH
  • 06/2025 → Present
    Eagle Bridge Company
    Sidney, OH
  • 11/2025 → Present
    Arden Hills, MN
Previous Registrations
Other Businesses

1. Christian Stake Investment Advisory | Investment Related | Liberty Township, Ohio | Financial Planning | Owner | Investment Advisor Representative | 11/2025 | 80hrs/mo | 60hrs/mo during trading | Investment and Advisory services 2. Eagle Bridge Company | Not Investment Related | 2097 W Russell Rd, Sidney, Ohio 45365-2097 | Construction| Operations | Operator Foreman | 06/2025 | 160hrs/mo | 100 hrs/ during trading | Highway construction

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-01-06
S63 Uniform Securities Agent State Law Examination 2021-01-29
  • S65 Uniform Investment Adviser Law Examination
    2023-01-06
  • S63 Uniform Securities Agent State Law Examination
    2021-01-29

View on SEC IAPD

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