Best Investors Account Sign in
Current Employers
Gradient Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2017-10-17
  • UT RA
    APPROVED
    Since 2017-10-17

Branch Locations

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

178 S. Main #1, Gunnison, UT 84634 • 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 No
  • Bond No
  • Judgment / lien No
  • Investigation Yes
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Moonstone Investements Llc Centerfield UT 10/2009 Present
Person 2 Person Financial Advantage Centerfield UT 10/2015 Present
First National Investment Advisors Centerfield UT 11/2016 07/2017
Intervest International Equities, Corp Centerfield UT 11/2015 11/2016
Intervest International, Inc Centerfield UT 02/2016 11/2016
Gradient Advisors, Llc Arden Hills MN 10/2017 Present
  • 10/2009 → Present
    Moonstone Investements Llc
    Centerfield, UT
  • 10/2015 → Present
    Person 2 Person Financial Advantage
    Centerfield, UT
  • 11/2016 → 07/2017
    First National Investment Advisors
    Centerfield, UT
  • 11/2015 → 11/2016
    Intervest International Equities, Corp
    Centerfield, UT
  • 02/2016 → 11/2016
    Intervest International, Inc
    Centerfield, UT
  • 10/2017 → Present
    Arden Hills, MN
Previous Registrations
Other Businesses

1) dba JoLyn Chappell - 315 N. 400 E., Centerfield, UT 84622 - Wealth Management, Financial Planning, and Retirement Planning - Owner - Investment Related - Start Date: 10/2017 2) Person2Person Financial Advantage - 315 N. 400 E., Centerfield, UT 84622-Insurance Sales- Start Date: 12/10/2015 - Owner - 40 Hours / Week 3) Moonstone Investment, LLC - 315 N. 400 E., Centerfield, UT 84622 - Ownership and Management of Rental Properties - Start Date: 10/2009 - 4 hr/month 4) Integrated Trusts Systems - 178 S. Main, #1, Gunnison, UT 84634 - Platform to create a trust and will via online and phone call with a specialist - Sales Agent - Start Date: 04/2017 - 2 hr/month 5) Hobby Farm; Not investment Related; 315 N 400 E Centerfield and 185 W 400 North Centerfield UT; Owner; 10/2009 40Hrs/Mo 6) Nedley Recovery Program; Not investment Related; 550 S 300 E St, Gunnison, UT; Volunteer to conduct 8-week courses of Nedley DARP and follow-up; Associate Director; 9/202; 12hours a month for 2 8 week courses a year

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2014-10-02
S63 Uniform Securities Agent State Law Examination 2014-04-18
  • S65 Uniform Investment Adviser Law Examination
    2014-10-02
  • S63 Uniform Securities Agent State Law Examination
    2014-04-18
Other Names
  • Jolyn Chappell Camp
  • Jolyn C Camp

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Arden Hills, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor