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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2026-04-17 |
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 |
|---|---|---|---|---|
| Utah State University | Logan | UT | 04/2016 | 03/2020 |
| Utah Army National Guard | American Fork | UT | 08/2017 | 08/2023 |
| Self Employed | Ogden | UT | 04/2022 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 04/2026 | Present |
1. Whitehouse Wealth Management LLC | Investment Related | Hyrum Utah 84319 | Advisory | Financial Advisor | Investment Advisor Representative | 04/2026 | 40hrs/mo| 40hrs/mo during trading | Advisory Services 2. Whitehouse Retirement Solutions | Investment Related | Hyrum Utah 84319 | Insurance | Owner | Agent | 12/2024 | 160hrs/mo| 120hrs/mo during trading | Insurance Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-06 |
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