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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-04-21 |
| NE | RA | APPROVED | 2025-04-10 |
| TX | RA | APPROVED | 2025-04-07 |
| AZ | RA | APPROVED | 2025-02-26 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
10371 N Oracle Rd Suite 1-203, Oro Valley, AZ 85737 • United States
380 W Vista Hermosa Dr Suite 150, Green Valley, AZ 85614 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cooper Financial Investments, Llc | Mesa | AZ | 01/2025 | 02/2025 |
| Cornerstone Enhanced Planning Llc | Tucson | AZ | 04/2024 | Present |
| Cooper Financial Group, Llc | Mesa | AZ | 04/2023 | 04/2024 |
| Adaptive Firearms Institute | Tucson | AZ | 01/2018 | 01/2025 |
| Southern Glazers Wine And Spirits | Tucson | AZ | 06/2010 | 04/2023 |
| The Keg Steakhouse | Tucson | AZ | 02/2017 | 05/2020 |
| Oracle Inn Steakhouse And Lounge | Oracle | AZ | 05/2014 | 02/2017 |
| Gradient Advisors, Llc | Arden Hills | MN | 02/2025 | Present |
| Cornerstone Retirement Resources | Tucson | AZ | 04/2024 | 01/2025 |
1. Cornerstone Enhanced Planning, LLC | Investment Related | 10371 N Oracle Rd Suite 1-203 Oro Valley AZ 85737 & 380 W Vista Hermosa Dr Suite 150 Green Valley AZ 85614 | Advisory | Owner | Investment Advisor Representative| 02/2025 | 80hrs/mo | 80hrs/mo during trading | Advisory Services 2. Ryan Jackson - Independent Agent | Investment Related | 10371 N Oracle Rd Suite 1-203 Oro Valley AZ 85737 & 380 W Vista Hermosa Dr Suite 150 Green Valley AZ 85614 |Insurance | Owner | Agent | 02/2025 | 80hrs/mo | 80hrs/mo during trading | Insurance Services 3. ITAT Insurance, LLC | Not Investment Related | Tucson AZ | Accounting | Owner | Agent | 5hrs/mo outside of trading | S Corp for Commissions
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-25 |
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