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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2026-04-10 |
Branch Locations
33 Market Point Drive,, Greenville, SC 29607 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ward Services | Columbia | SC | 09/2016 | 02/2018 |
| Principal Securities Inc/Principal Financial Group | Atlanta | GA | 07/2016 | 07/2017 |
| Massmutual | Greenville | SC | 06/2017 | 02/2018 |
| Mml Investors Services | Greenville | SC | 09/2017 | 02/2018 |
| Brookstone Capital Management | Wheaton | IL | 07/2018 | 06/2019 |
| Self Employed Insurance Sales | Simpsonville | SC | 04/2017 | Present |
| Jehm Wealth & Retirement, Llc | Simpsonville | SC | 08/2019 | 01/2026 |
| Jehm Wealth & Retirement, Llc | Simpsonville | SC | 05/2019 | 01/2026 |
| Gradient Advisors, Llc | Arden Hills | MN | 04/2026 | Present |
1. GCB Financial Planning Group | Investment Related | 33 Market Point Drive, Greenville, SC 29607 | Financial Planning | Financial Advisor | Investment Advisor Representative | 04/2026 | 160hrs/mo | 160hrs/mo during trading | Full Scope financial planning
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-06-29 |
| S65 | Uniform Investment Adviser Law Examination | 2016-06-22 |
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