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4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-18 |
| MO | RA | APPROVED | 2024-04-01 |
| OH | RA | APPROVED | 2024-03-19 |
| VA | RA | APPROVED | 2023-05-11 |
| AZ | RA | APPROVED | 2021-06-30 |
| NY | RA | APPROVED | 2021-06-30 |
| WI | RA | APPROVED | 2021-04-23 |
| WA | RA | APPROVED | 2021-03-23 |
| CA | RA | APPROVED | 2018-01-22 |
| OR | RA | APPROVED | 2016-05-13 |
| FL | RA | APPROVED | 2015-03-02 |
| SC | RA | APPROVED | 2015-02-27 |
| IN | RA | APPROVED | 2015-02-26 |
Branch Locations
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
895 Dove St Suite 300, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities, Llc | Arden Hills | MN | 10/2014 | Present |
| Martin Financial Services, Llc | Bluffton | SC | 10/2014 | Present |
| Gradient Securities Dba Gradient Wealth Management | Arden Hills | MN | 02/2015 | Present |
| Dba Tennyson Wealth Management & Insurance Solutions | Costa Mesa | CA | 03/2018 | 03/2018 |
| Dba Tennyson Insurance Solutions | Newport Beach | CA | 03/2018 | Present |
| Dba Tennyson Wealth Management | Newport Beach | CA | 03/2018 | Present |
1) DBA TENNYSON INSURANCE SOLUTIONS; INVT REL; 895 DOVE ST, SUITE 300, NEWPORT BEACH, CA 92660; INSURANCE; INSURANCE AGENT; START 03/2018; 50 HRS/MO; 50 HRS/MO DURING TRADING; DBA FOR INSURANCE SALES. 2) MARTIN FINANCIAL SERVICES, LLC; INVT REL; 14 KINGBIRD LANE, HILTON HEAD, SC 29928; ACCOUNTING; MANAGING MEMBER; START 10/2014; 5 HRS/MO; 5 HRS/MO DURING TRADING; ENTITY FOR ACCOUNTING PURPOSES. 3) DBA TENNYSON WEALTH MANAGEMENT; INVT REL; 895 DOVE ST, SUITE 300, NEWPORT BEACH, CA 92660; SECURITIES/ADVISORY SERVICES; REGISTERED REPRESENTATIVE/INVESTMENT ADVISOR REPRESENTATIVE; START 03/2018; 100 HRS/MO; 100 HRS/MO DURING TRADING; DBA FOR SECURITIES AND ADVISORY SERVICES. 4) LUPINE VACATION RENTALS, LLC; INVESTMENT RELATED; 895 DOVE ST, SUITE 300, NEWPORT BEACH, CA 92660; AIR BNB RENTALS; PART-OWNER; START 12/2022; 9 HOURS PER MONTH; 9 HOURS DURING SECURITIES TRADING HOURS; WORK TO APPROVE REPAIRS AND PAY FOR THEM.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-02 |
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