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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-06-25 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 06/2025 | Present |
| Cardinal Financial | Dallas | TX | 04/2024 | Present |
| Caliber/ New Rez | Farmington | CT | 11/2016 | 04/2024 |
| Insurance Agent/ Self Employed | Simsbury | CT | 06/2006 | 06/2025 |
1. Pathway Wealth Strategies LLC | Investment Related | Simsbury CT | Financial Planning| Owner | Investment Advisor Representative | 06/2025 | 40hrs/mo | 40hrs/mo during trading | Advisory & Insurance Services 2. Cardinal Financial | Investment Related | Simsbury CT | Mortgage Origination| Associate | Loan Officer | 04/2024 | 160hrs/mo | 120hrs/mo during trading | Mortgage
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2008-04-21 |
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