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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-01-01 |
| NC | RA | APPROVED | 2024-10-04 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Loudon, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intellishield | Maryville | TN | 09/2010 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 07/2013 | Present |
1) IntelliShield; (Formerly IntelliPlan Insurance) INV-RELATED; 2546 Brantley Park, Blvd. Maryville, TN 37804; Life, Health & Annuity Sales; President and Sales Agent; START 01/2010; 120 HRS/MO; 120 HRS/MO DURING TRADING 2)SOFA- SOCIETY OF FINANCIAL AWARENESS: Non-Profit educational speaker & advisor. 3914 Murphy Canyon Rd. #A125 San Diego, CA 92123 - Workshops, Seminars, Lunch & Learns, Coaching. START DATE: 06/2015 20 HOURS/MONTH 3) LegalShield & TEP Rep- Sales Representative; Sales of Legal & ID Membership & Trusts. Start Date- 2015; 10 hours/month 4) Estate Planning advisor with FamilyEstateDocs.com local office Asset Positioning Services LLC. 9041 Executive Park Drive Suite 250 Knoxville, TN 37923. Advisor Work along with Lawyers to sell and fund trusts; 2022; < 10 hours per week 5) The Estate Planning Source | 520 Wilkes Drive, Suite 14, Green River, WY 82935. Advisor Work along with Lawyers to sell and fund trusts; 2020 < 10 hours per week 6) ACN; Investment Related; Loudon, Tennessee; Offer Health Sharing plans; Plan Rep; 05/2024; 8hrs/mo; 8hrs/mo during trading; Educating and enrolling into Health care sharing plans
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-02-12 |
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