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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-12-22 |
Branch Locations
804 E Market Street, Celina, OH 45822 • United States
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 |
|---|---|---|---|---|
| Grand Lake Insurance & Investments, Llc | Celina | OH | 10/2018 | 12/2023 |
| Grand Lake Insurance & Investments, Llc | Celina | OH | 10/2014 | Present |
| The Tavenner Co. | Springfield | OH | 06/2000 | 11/2016 |
| Gradient Advisors, Llc | Arden Hills | MN | 12/2023 | Present |
1. Grand Lake Insurance & Investments, LLC; Investment Related; 804 E market Street Celina Ohio 45822; Investment Advisory, Insurance, & Medicare; Owner; Agent; Investment Advisor Representative; 10/2014; Approximately 160 hours per month; 160 hour a month during trading hours; Financial planning and Medicare
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-15 |
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