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Current Employers
Gradient Securities, Llc

4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-12-21
MI RA APPROVED 2021-10-07
GA RA APPROVED 2020-07-20
  • VA RA
    APPROVED
    Since 2023-12-21
  • MI RA
    APPROVED
    Since 2021-10-07
  • GA RA
    APPROVED
    Since 2020-07-20

Branch Locations

4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US

4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States

211 Prime Point Suite 2E, Peachtree City, GA 30269 • 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
Avantax Investment Services Inc Peachtree City GA 06/2019 07/2020
Prime Tax And Accounting Services Llc Peachtree City GA 08/2018 Present
Suntrust Bank Atlanta GA 05/2013 12/2017
Ultra-Homes Llc Peachtree City GA 05/2011 Present
Cougar Properties Llc Peachtree City GA 01/2014 Present
Gradient Securities, Llc Arden Hills MN 07/2020 Present
Prime Financial Solutions, Llc Peachtree City GA 03/2020 Present
Prime Financial Strategies, Llc Peachtree City GA 07/2020 Present
  • 06/2019 → 07/2020
    Avantax Investment Services Inc
    Peachtree City, GA
  • 08/2018 → Present
    Prime Tax And Accounting Services Llc
    Peachtree City, GA
  • 05/2013 → 12/2017
    Suntrust Bank
    Atlanta, GA
  • 05/2011 → Present
    Ultra-Homes Llc
    Peachtree City, GA
  • 01/2014 → Present
    Cougar Properties Llc
    Peachtree City, GA
  • 07/2020 → Present
    Arden Hills, MN
  • 03/2020 → Present
    Prime Financial Solutions, Llc
    Peachtree City, GA
  • 07/2020 → Present
    Prime Financial Strategies, Llc
    Peachtree City, GA
Other Businesses

1. PRIME TAX AND ACCOUNTING SERVICES, LLC; NOT INVESTMENT RELATED; 211 PRIME POINT, SUITE 2E, PEACHTREE CITY, GA 30269; ACCOUNTING SERVICES/TAX PREPARATION; ACCOUNTANT; START 08/2018; 160 HOURS PER MONTH; 130 HOURS DURING SECURITIES TRADING HOURS; PREPARE TAX RETURNS AND PROVIDE ACCOUNTING SERVICES; 2. COUGAR PROPERTIES, LLC; INVESTMENT RELATED; 201 PARKWAY DR, PEACHTREE CITY, GA 30269; RENTAL PROPERTY; OWNER; START 01/2014; 2 HOURS PER MONTH; 2 HOURS DURING SECURITIES TRADING HOURS; COLLECT RENT AND SCHEDULE REPAIRS. 3. ULTRA HOMES, LLC; NOT INVESTMENT RELATED; 201 PARKWAY DR, PEACHTREE CITY, GA 30269; AMAZON STORE; OWNER; START 05/2011; 5 HOURS PER MONTH; 5 HOURS DURING SECURITIES TRADING HOURS; ORDER INVENTORY AND SEND IT TO AMAZON FOR FULFILLMENT. 4. PRIME FINANCIAL STRATEGIES, LLC; INVESTMENT RELATED; 211 PRIME POINT, SUITE 2E, PEACHTREE CITY, GA 30269; FINANCIAL SERVICES; OWNER; START 07/2020; NAME USED FOR SECURITIES AND ADVISORY SERVICES. 5. PRIME FINANCIAL SOLUTIONS, LLC; INVESTMENT RELATED; 211 PRIME POINT, SUITE 2E, PEACHTREE CITY, GA 30269; INSURANCE; OWNER; THIS COMPANY IS NOT ACTIVE BUT IS SET UP FOR FUTURE USE FOR INSURANCE SERVICES.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-23
  • S66 Uniform Combined State Law Examination
    2019-12-23
Other Names
  • Robert G Dahl
  • Robert Gregory Dahl
  • Greg Dahl

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