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4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-11-06 |
Branch Locations
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-06-11 |
| NE | RA | APPROVED | 2024-06-06 |
| TX | RA | APPROVED | 2024-06-06 |
| MN | RA | APPROVED | 2024-04-23 |
Branch Locations
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 |
|---|---|---|---|---|
| Principal Life Insurance Company | Lake Elmo | MN | 10/2015 | 01/2017 |
| Princor Financial Services Corporation | Lake Elmo | MN | 10/2015 | 01/2017 |
| Secured Retirement Advisors, Llc | St Louis Park | MN | 01/2017 | 02/2017 |
| Sagepoint Financial, Inc. | Red Wing | MN | 07/2017 | 11/2017 |
| Unemployed | Red Wing | MN | 02/2017 | 07/2017 |
| Next Financial Group | St. Louis Park | MN | 04/2018 | 07/2019 |
| Unemployed | Vadnais Heights | MN | 11/2017 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stillwater | MN | 01/2020 | 09/2022 |
| Dewolf Ventures | Stillwater | MN | 08/2019 | 10/2019 |
| Target | Woodbury | MN | 10/2019 | 12/2019 |
| Fedex | Roseville | MN | 11/2019 | 01/2020 |
| Bank Of America N.A. | Stillwater | MN | 04/2020 | 09/2022 |
| Ameriprise Financial Services, Llc | Coon Rapids | MN | 09/2022 | 01/2024 |
| Gradient Advisors, Llc | Arden Hills | MN | 04/2024 | Present |
| Fedex | St. Paul | MN | 12/2023 | 05/2024 |
| Gradient Securities, Llc | Arden Hills | MN | 04/2024 | Present |
1. Gradient Advisors, LLC, Investment Related; 4105 Lexington Suite 225 Ave N Arden Hills MN 55126; RIA; Client Account Manager; Investment Advisor Representative; 04/2024; 160 hrs/mo; 160hrs/mo during trading; Financial Planning 2. Gradient Securities, LLC; Investment related; 4105 Lexington Suite 380 Ave N Arden Hills MN 55126; Broker/Dealer; Client Account Manager; Registered Representative; 04/2024; 0hrs/mo during trading; Financial Planning 3. Gradient Wealth Management, LLC: Investment Related; 4105 Lexington Suite 380 Ave N Arden Hills MN 55126; Client Account Manager; Investment Advisor Representative; 11/2024; 5hrs/mo; 5hrs/mo during trading; Financial Planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-23 |
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