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700 Parker Square Road Suite 190, Flower Mound, TX 75028 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-08-19 |
| TX | RA | APPROVED | 2020-12-08 |
Branch Locations
700 Parker Square Road Suite 190, Flower Mound, TX 75028 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Investments, Llc | Arden Hills | MN | 07/2015 | 07/2017 |
| Retirement Wealth Advisors | Edina | MN | 07/2017 | 05/2018 |
| Lifetime Capital Planning Group, Llc | Flower Mound | TX | 07/2017 | Present |
| Geoffrey George, Sole Proprietor | Flower Mound | TX | 04/2009 | Present |
| Gradient Investments, Llc | Arden Hills | MS | 11/2015 | 07/2017 |
Geoffrey George, Sole Proprietor; Investment Related; Flower Mound, TX; Fixed Insurance Sales; Insurance Agent; 20% of time spent on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-13 |
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