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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-05-29 |
Branch Locations
10599 Se Mcloughlin Blvd, Oak Grove, OR 97267 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 06/2016 | 07/2019 |
| Corecap Investments | Southfield | MI | 01/2020 | 10/2020 |
| Corcap Advisors | Southfield | MI | 07/2019 | 01/2022 |
| Gradient Advisors Llc | Arden Hills | MN | 01/2022 | 11/2023 |
| Pruco Securities, Llc | Lake Oswego | OR | 11/2023 | 09/2024 |
| The Prudential Insurance Company Of America | Lake Oswego | OR | 11/2023 | 09/2024 |
| Gradient Advisors, Llc | Arden Hills | MN | 09/2024 | 02/2025 |
| Nordstrom | Tigard | OR | 08/2024 | Present |
| Cetera Investment Services Llc | St Cloud | MN | 04/2025 | Present |
| Embold Credit Union | Milwaukie | OR | 04/2025 | Present |
| Cetera Investment Advisers Llc | Oak Grove | OR | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-05-19 |
| S66 | Uniform Combined State Law Examination | 2015-05-13 |
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