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Craig Gilbert Taylor

Gradient Advisors, LLC

Simsbury, CT

Arden Hills, MN

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Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2025-06-25
  • CT RA
    APPROVED
    Since 2025-06-25

Branch Locations

Simsbury, CT • United States

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
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
  • 06/2025 → Present
    Arden Hills, MN
  • 04/2024 → Present
    Cardinal Financial
    Dallas, TX
  • 11/2016 → 04/2024
    Caliber/ New Rez
    Farmington, CT
  • 06/2006 → 06/2025
    Insurance Agent/ Self Employed
    Simsbury, CT
Previous Registrations
Other Businesses

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

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-04-21
  • S63 Uniform Securities Agent State Law Examination
    2008-04-21
Designations

View on SEC IAPD

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