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Cary, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-11-01 |
| NC | RA | APPROVED | 2022-04-06 |
Branch Locations
2 disclosure categories 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 |
|---|---|---|---|---|
| Finely Finished | Old Lyme | CT | 06/2004 | 06/2018 |
| Appreciation Financial | Wilmington | NC | 06/2018 | 04/2019 |
| Jd Melberg Financial | Tuscon | AZ | 04/2019 | 04/2020 |
| J Bradin Fiancial | Raleigh | NC | 04/2020 | 10/2021 |
| J Bradin Financial, Llc | Raleigh | NC | 10/2021 | Present |
| Gradient Investments, Llc | Arden Hills | MN | 08/2022 | Present |
1) Life insurance agent working with J Bradin Financial, LLC Raleigh, NC 2) Gradient Investments, LLC; Inv Rel; Arden Hills, MN; Pursuant to NC Requriements Solicitor Filing; Start 08/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-20 |
| S63 | Uniform Securities Agent State Law Examination | 1995-10-31 |
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