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4550 W 77Th Street Suite #380, Edina, MN 55435 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2021-04-21 |
Branch Locations
4550 W 77Th Street Suite 380, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities, Llc | Arden Hills | MN | 01/2014 | 06/2019 |
| Assured Retirement Financial Group, Inc. Dba Cgf Retirement | Minneapolis | MN | 04/2021 | Present |
| Cfg Retirement | Minneapolis | MN | 04/2021 | Present |
| Independent Contractor | Minneapolis | MN | 06/2019 | 04/2021 |
| Gradient Wealth Management | Arden Hills | MN | 03/2015 | 06/2019 |
(1) CFG RETIREMENT; INVESTMENT RELATED; INSURANCE AGENT; INSURANCE SALES AND SERVICES; EDINA, MN; START 04/2021; 40 HRS PER MONTH; 40 DURING SECURITIES TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-04 |
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