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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2023-09-08 |
Branch Locations
2774 Electric Road, Suite B, Roanoke, VA 24018 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Life Group | Montpelier | VT | 07/2010 | 08/2023 |
| Ipg Financial | Roanoke | VA | 04/2013 | Present |
| Sgl Financial, Llc | Buffalo Grove | IL | 08/2018 | 07/2020 |
| Foundations Investment Advisors Llc | Scottsdale | AZ | 07/2020 | 09/2023 |
| Gradient Advisors | Arden Hills | MN | 09/2023 | Present |
1. IPG Investments | Investment Related |2774 Electric Road, Suite B, Roanoke, VA24018| Investment Advisory | Investment Advisor Representative| 9/2023 | 20hrs/mo | 20hrs/mo during trading | Advisory Services 2. Kevin Smith Rental | Not Investment Related | 3732 Piccadilly Ln, Roanoke, VA 24018 | Rental Property |Owner| 06/2012 | 2-4 hours per month | Own and Manage Rental Property 3. IPG Financial | Investment Related |2774 Electric Road, Suite B, Roanoke, VA24018 | Insurance | Owner | president | 03/2010 | 140hrs/mo | 140hrs/mo during trading | Sales - Life, Annuities and Health
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-22 |
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