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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-06-06 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crane Resistoflex | Marion | NC | 06/2007 | 04/2024 |
| Premier Insurance Services, Inc. | Marion | NC | 05/2024 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 06/2025 | Present |
| Crane Resistoflex | Marion | NC | 03/2025 | Present |
1. Poteat Investment Services | Investment Related | 361 North Main St Marion NC 28752| Advisory | Owner | Investment Advisor Representative | 06/2025 | 50hrs/mo | 50hrs/mo during trading | Advisory Services 2. Premier Insurance Services, Inc | Investment Related | Marion NC | Insurance | Associate | Agent | 05/2024 | 110hrs/mo | 110hrs/mo during trading | Insurance Service 3. Crane Resistoflex | Not Investment Related | Marion NC | Manufacturing | Consultant | 03/2025 | 2hrs/mo outside of trading | Consultant of Operations/Analytics
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-27 |
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