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Current Employers
Gradient Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2016-09-16
  • CO RA
    APPROVED
    Since 2016-09-16

Branch Locations

311 W 24Th Street, Pueblo, CO 81003 • United States

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

319 N Weber St, Colorado Springs, CO 80903 • 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 Yes
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gradient Advisors, Llc Arden Hills MN 09/2016 Present
Allied Wealth Advisors Pueblo CA 08/2010 Present
  • 09/2016 → Present
    Arden Hills, MN
  • 08/2010 → Present
    Allied Wealth Advisors
    Pueblo, CA
Other Businesses

ALLIED WEALTH ADVISORS: 311 W. 24TH STREET, PUEBLO, CO 81003 & 319 N Weber St Colorado Springs CO 80903; S-CORP; OWNER; D.B.A ALLIED WEALTH FINANCIAL GROUP IS AN INSURANCE ENTITY THAT IS UNDER ALLIED WEALTH ADVISORS- 311 W. 24TH STREET, PUEBLO, CO 81003. SALES OF LIFE, HEALTH AND FIXED ANNUITY PRODUCTS, INDEPENDENT INSURANCE AGENT, 2010-PRESENT. OFFER LIFE, HEALTH & FIXED ANNUITY PRODUCTS. D.B.A ALLIED WEALTH INVESTMENT, LLC- 311 W. 24TH STREET, PUEBLO, CO 81003 & 319 N Weber St Colorado Springs CO 80903. RETIREMENT PLANNING AND INVESTMENT SERVICES.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-08-04
  • S65 Uniform Investment Adviser Law Examination
    2016-08-04
Other Names
  • Larry Henderson

View on SEC IAPD

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