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Current Employers
Gradient Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-04-21
NE RA APPROVED 2025-04-10
TX RA APPROVED 2025-04-07
AZ RA APPROVED 2025-02-26
  • LA RA
    APPROVED
    Since 2025-04-21
  • NE RA
    APPROVED
    Since 2025-04-10
  • TX RA
    APPROVED
    Since 2025-04-07
  • AZ RA
    APPROVED
    Since 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

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
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
  • 01/2025 → 02/2025
    Mesa, AZ
  • 04/2024 → Present
    Cornerstone Enhanced Planning Llc
    Tucson, AZ
  • 04/2023 → 04/2024
    Cooper Financial Group, Llc
    Mesa, AZ
  • 01/2018 → 01/2025
    Adaptive Firearms Institute
    Tucson, AZ
  • 06/2010 → 04/2023
    Southern Glazers Wine And Spirits
    Tucson, AZ
  • 02/2017 → 05/2020
    The Keg Steakhouse
    Tucson, AZ
  • 05/2014 → 02/2017
    Oracle Inn Steakhouse And Lounge
    Oracle, AZ
  • 02/2025 → Present
    Arden Hills, MN
  • 04/2024 → 01/2025
    Cornerstone Retirement Resources
    Tucson, AZ
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-25
  • S65 Uniform Investment Adviser Law Examination
    2024-11-25

View on SEC IAPD

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