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Bonita Springs, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-05-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc | Venice | FL | 04/2013 | 05/2017 |
| Gradient Securities, Llc | Arden Hills | MN | 07/2018 | Present |
| Chelly Joseph Bielecki, Inc | Fort Myers | FL | 12/2017 | 04/2018 |
| Legacy Tax Consultants, Inc | Ft Myers | FL | 01/2019 | 11/2019 |
| Pace Wealth Management, Inc | Bonita Springs | FL | 11/2019 | 05/2023 |
| Legacy Tax Consultants, Inc. | Bonita Springs | FL | 01/2019 | 11/2019 |
| Gradient Wealth Management | Arden Hills | MN | 07/2018 | 07/2025 |
| Foliage Financial Services Inc. | Bonita Springs | FL | 11/2018 | Present |
| Foliage Financial Planning Llc | Bonita Springs | FL | 05/2025 | Present |
| Transamerica Financial Advisors, Inc. | Bonita Springs | FL | 05/2017 | 07/2018 |
1. FOLIAGE FINANCIAL SERVICES, INC; 11100 BONITA BEACH ROAD, UNIT 108-B3, BONITA SPRINGS, FL 34135; FIXED INSURANCE; INSURANCE AGENT; START 11/2018; 15 HOUR PER MONTH, NONE OF WHICH ARE DURING SECURITIES TRADING HOURS; SALES OF FIXED INSURANCE. 2. Gradient Wealth Management; Inv. related: yes; Bonita Springs, Florida; Registered Investment Advisor; Investment Advisor Representative; 07/2018; 48 h/mo; 3 during securities trding 3. Gradient Securities; yes; Arden Hills, MN ; Broker/dealer; Registered Representative; 07/2018; 48 h/mo; 3 during securities trding
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-19 |
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