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Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2023-06-28
  • MO RA
    APPROVED
    Since 2023-06-28

Branch Locations

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

O Fallon, MO • United States

Disclosures

1 disclosure category 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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Prudential Insurance Company Of America St Louis MO 09/2013 12/2022
Pruco Securities, Llc. St Louis MO 09/2013 12/2022
Gradient Advisors Llc Arden Hills MN 06/2023 Present
Gateway Insurance Partners O Fallon MO 12/2022 Present
  • 09/2013 → 12/2022
    Prudential Insurance Company Of America
    St Louis, MO
  • 09/2013 → 12/2022
    St Louis, MO
  • 06/2023 → Present
    Arden Hills, MN
  • 12/2022 → Present
    Gateway Insurance Partners
    O Fallon, MO
Previous Registrations
  • 2013-10-18 → 2022-12-16
    St Louis, MO
    St. Louis, MO
    Overland Park, KS
    St. Louis, MO
  • 2010-03-10 → 2013-10-03
    New England Securities
    St. Louis, MO
Other Businesses

THE BRUNGARD GROUP LLC~2862 BROMLEY DRIVE, O'FALLON, MO 63368~RECREATION~N~EVENT CONSULTANT/TECHNICAL DIRECTOR FOR BICYCLE RACES~05/2010~5 HRS/MO~0 TRADING HRS/MO; USA CYCLING~210 USA CYCLING POINT, #100, COLORADO SPRINGS, CO 80919~RECREATION~N~LICENSED RACE OFFICIAL~02/2013~5 HRS/MO~0 TRADING HRS/MO Gateway Insurance Partners POSITION: Agent - Offering Medicare Supplements NATURE: Healthcare Medicare and Annuity INVESTMENT RELATED: No NUMBER OF HOURS: 8 SECURITIES TRADING HOURS: 0 START DATE: 12/2022 ADDRESS: 2862 Bromley Drive, O Fallon MO 63368, United States DESCRIPTION: Offer Medicare supplement policies to the public. Daniel Brungard; Investment Related; 2862 Bromley Drive, O Fallon MO 63368; Investment Advisory; Owner; IAR; 06/2023; 100Hr/mo; 100hr/mo During trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-03-06
S63 Uniform Securities Agent State Law Examination 2009-11-24
  • S66 Uniform Combined State Law Examination
    2010-03-06
  • S63 Uniform Securities Agent State Law Examination
    2009-11-24
Other Names
  • Daniel Brungard

View on SEC IAPD

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