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4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-10-09 |
Branch Locations
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
346 Wealthy St Se, Grand Rapids, MI 49503 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pfs Investments Inc. | Wyoming | MI | 05/2025 | 09/2025 |
| Primerica Financial Services | Wyoming | MI | 03/2025 | 09/2025 |
| Unemployed | Battle Creek | MI | 02/2025 | 03/2025 |
| Escal Institute Of Advanced Technology | North Bethesda | MD | 09/2022 | 02/2025 |
| Escal Institute Of Advanced | North Bethesda | MD | 11/2018 | 09/2022 |
| Unemployed | Kalamazoo | MI | 04/2018 | 11/2018 |
| Senior Marketing Group Llc | Portage | MI | 11/2014 | 03/2018 |
| O'NEill Asset Management | Grand Rapids | MI | 09/2025 | Present |
| Gradient Securities, Llc | Arden Hills | MN | 10/2025 | Present |
1. O'NEILL ASSET MANAGEMENT, LLC; INV RELATED; 346 WEALTHY ST, GRAND RAPIDS, MI 49503; FINANCIAL SERVICES; NEW BUSINESS ASSOCIATE; START 11/2020; 160 HOURS PER MONTH; 140 HOURS DURING SECURITIES TRADING HOURS; SERVICE FOR CLIENTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-29 |
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