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Current Employers
Premier Financial Solutions, Llc

357 Lake Arrowhead Rd, Myrtle Beach, SC 29572 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-05-21
NC RA APPROVED 2025-11-06
OH RA APPROVED 2025-10-08
SC RA APPROVED 2025-10-08
  • TX RA
    APPROVED_RES
    Since 2026-05-21
  • NC RA
    APPROVED
    Since 2025-11-06
  • OH RA
    APPROVED
    Since 2025-10-08
  • SC RA
    APPROVED
    Since 2025-10-08

Branch Locations

357 Lake Arrowhead Rd, Myrtle Beach, SC 29572 • United States

Gradient Investments, Llc

4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-10-31
  • NC RA
    APPROVED
    Since 2025-10-31

Branch Locations

357 Lake Arrowhead Rd, Myrtle Beach, SC 29572 • United States

4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • 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
Unc Physicians Network Smithfield NC 01/2018 09/2025
Turning Point Care Services Raleigh NC 06/2017 01/2018
Unc Rex Healthcare Raleigh NC 06/2011 06/2017
Premier Financial Solutions, Llc Myrtle Beach SC 10/2025 Present
Gradient Investments, Llc Arden Hills MN 10/2025 Present
Premier Financial Solutions, Llc Myrtle Beach SC 08/2026 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-15
  • S65 Uniform Investment Adviser Law Examination
    2025-09-15

View on SEC IAPD

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