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4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-08-28 |
| VA | RA | APPROVED | 2026-05-21 |
| NV | RA | APPROVED | 2026-05-14 |
| MA | RA | APPROVED | 2026-04-16 |
| AR | RA | APPROVED | 2026-03-31 |
| NM | RA | APPROVED | 2025-12-26 |
| KS | RA | APPROVED | 2025-12-16 |
| MD | RA | APPROVED | 2025-12-11 |
| WA | RA | APPROVED | 2025-07-08 |
| MT | RA | APPROVED | 2025-04-28 |
| OH | RA | APPROVED | 2024-09-20 |
| IL | RA | APPROVED | 2024-09-06 |
| PA | RA | APPROVED | 2023-12-07 |
| CO | RA | APPROVED | 2023-09-05 |
| MN | RA | APPROVED | 2022-07-19 |
| IA | RA | APPROVED | 2022-04-08 |
| TX | RA | APPROVED_RES | 2020-06-17 |
| AK | RA | APPROVED | 2018-02-20 |
| FL | RA | APPROVED | 2017-10-13 |
| IN | RA | APPROVED | 2017-03-27 |
| OR | RA | APPROVED | 2015-07-15 |
| MS | RA | APPROVED | 2015-06-25 |
| AZ | RA | APPROVED | 2015-03-27 |
| WV | RA | APPROVED | 2015-03-19 |
| SC | RA | APPROVED | 2015-03-17 |
| MI | RA | APPROVED | 2015-03-13 |
| NC | RA | APPROVED | 2015-03-11 |
| WI | RA | APPROVED | 2015-03-11 |
Branch Locations
53790 Generations Dr, South Bend, IN 46635 • United States
4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US
346 Wealthy St Se, Grand Rapids, MI 49503 • United States
251 N. Rose Street Suite 200, Kalamazoo, MI 49007 • United States
15485 Old Us Highway 27, Lansing, MI 48906 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities, Llc | Arden Hills | MN | 06/2011 | Present |
| Grand Rapids Rentals, Llc | Rockford | MI | 11/2012 | Present |
| O'NEill Holdings, Llc | Grand Rapids | MI | 12/2014 | Present |
| O'NEill Asset Management, Llc | Grand Rapids | MI | 12/2008 | Present |
1)O'NEILL ASSET MANAGEMENT, LLC.; INVT REL; 346 WEALTHY ST SE, GRAND RAPIDS MI 49503; 251 N ROSE STREET, SUITE 200, KALAMAZOO, MI 49007; 15485 OLD US HIGHWAY 27, LANSING, MI 48906; DBA FOR INSURANCE AND INVESTMENT BUSINESS; OWNER; START 12/01/2008; 160 HRS/MO; 160 HRS/MO DURING TRADING; SALES AND SERVICE OF FIXED INSURANCE PRODUCTS, SECURITIES, AND ADVISORY BUSINESS. 2) GRAND RAPIDS RENTALS, LLC; INVT REL; 346 WEALTHY ST SE, GRAND RAPIDS MI 49503; RENTAL PROPERTY; OWNER; TENANT RELATIONS AND PROPERTY OVERVIEW; START 11/2012; 4 HRS/MO; 4 HRS/MO DURING TRADING. 3) O'NEILL HOLDINGS, LLC, INVT REL; 346 WEALTHY ST SE, GRAND RAPIDS MI 49503; RENTAL PROPERTY; OWNER; START 12/2014; 8 HRS/MO DURING TRADING. 4) ASHTON KING INSURANCE AGENCY, LLC; INV RELATED; 346 WEALTHY ST SE, GRAND RAPIDS, MI 49503; 251 N. ROSE STREET, SUITE 200, KALAMAZOO, MI 49007; INSURANCE REFERRALS; INSURANCE AGENT; START 12/2019; 2 HOURS PER MONTH; 2 HOURS DURING SECURITIES TRADING HOURS; REFERRAL OF CLIENTS TO OWNER OF ASHTON KING INSURANCE AGENCY, LLC. 5) BETTER TAX SERVICES; NOT INVT REL; 346 WEALTHY ST SE, GRAND RAPIDS MI 49503; 251 N ROSE STREET, SUITE 200, KALAMAZOO, MI 49007; 325 S CLINTON ST, GRAND LEDGE, MI 48837; TAX PREPARATION; REFERRALS; START 01/2021; 1 HR/MO; 1/2 HR/MO DURING TRADING; REFER CLIENTS TAX PREPARATION. 6) COMMUNITY KIDS; NOT INV RELATED; 346 WEALTHY ST SE, GRAND RAPIDS MI 49503; 251 N ROSE STREET, SUITE 200, KALAMAZOO, MI 49007; 325 S CLINTON ST, GRAND LEDGE, MI 48837; INNER CITY MINISTRY; BOARD MEMBER; START 01/2023; 4 HOURS PER MONTH; 4 HOURS DURING TRADING HOURS; BOARD MEMBER.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-19 |
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