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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-02-09 |
Branch Locations
1290 E Arlington Blvd Suite 213, Greenville, NC 27858 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Winterville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Prosurity Inc | Mooresville | NC | 01/2016 | 10/2018 |
| Southern Tier Consulting | Winterville | NC | 10/2018 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 02/2024 | Present |
1. Southern Tier Wealth Management | Investment Related | 1290 E Arlington Blvd Suite 213 Greenville NC 27858 & Winterville NC 28590 | Investment Advisory | Owner | Investment Advisor Representative | 02/2024 | 120hrs/mo | 120hrs/mo during trading | Financial Planning 2. Southern Tier Consulting | Investment Related |1290 E Arlington Blvd Suite 213 Greenville NC 27858 & Winterville NC 28590 | Insurance |Owner |Agent | 02/2024 | 40hrs/mo | 40hrs/mo during trading | Life and Annuity Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2014-10-14 |
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