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Gradient Advisors, LLC CRD 152665
$289M regulatory AUM 64 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-14 |
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 |
|---|---|---|---|---|
| The Prudential Insurance Co. Of America | Houston | TX | 02/2016 | 05/2017 |
| Pruco Securities, Llc | Houston | TX | 02/2016 | 05/2017 |
| Guardian Life Insurance Company | Houston | TX | 05/2017 | 12/2018 |
| Park Avenue Securities | Houston | TX | 05/2017 | 12/2018 |
| Allstate Insurance Company | Sugalnd | TX | 11/2018 | 12/2020 |
| Guardian Life Insurance Company | Sugar Land | TX | 12/2020 | 11/2022 |
| Park Avenue Securities | Sugar Land | TX | 03/2021 | 11/2022 |
| Park Avenue Securities | Houston | TX | 11/2022 | 07/2024 |
| Guardian Life Insurance Company | Houston | TX | 11/2022 | 07/2024 |
| Guardian Life Insurance Company | Richmond | TX | 06/2024 | 07/2024 |
| Park Avenue Securities | Richmond | TX | 03/2021 | 07/2024 |
| Gradient Advisors, Llc | Arden Hills | MN | 10/2024 | Present |
1. Navigro Financial | Investment Related | 17026 Huttons Court Ln, Richmond TX 77407 | Financial Planning | Owner | Investment Advisor Representative | 03/2025| 160hrs/mo | 160hrs/mo During Trading | Advisory and Insurance Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-01 |
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