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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-09-19 |
Branch Locations
449 Forest Ave Suite 210, Portland, ME 04101 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty | Scarborough | ME | 06/2010 | 04/2018 |
| Bankers Life Securities, Inc. | Scarborough | ME | 05/2016 | 04/2018 |
| Assurance Group | Scarborough | ME | 04/2018 | 03/2020 |
| Alphastar Capital Management, Llc | Cornelius | NC | 01/2020 | 09/2023 |
| Thrive Financial, Llc | Cumberland Center | ME | 03/2020 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 09/2023 | Present |
1. Thrive Financial, LLC; Investment Related, 449 Forest Ave, Suite 210, Portland, Maine 04101; Insurance and Annuity services; Owner/ Insurance Agent; 03/2020; 60% of time during trading hours 2. Gregory Crupi, Investment Related; 449 Forest Ave, Suite 210, Portland, Maine 04101; Investment Advisory services; Owner/IAR; 09/2023; 40% of time during trading hours
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-06 |
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