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1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-04 |
Branch Locations
1450 American Lane 6Th Floor, Suite 650, Schaumburg, IL 60173-2096 • United States
901 Marquette Ave Suite 2800, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities, Llc | Arden Hills | MN | 02/2023 | 02/2026 |
| Gradient Financial | Arden Hills | MN | 06/2022 | 08/2022 |
| New Brighton Ford | New Brighton | MN | 03/2022 | 03/2023 |
| Decorah Municipal Pool | Decorah | IA | 06/2021 | 09/2021 |
| Bethel University | Arden Hills | MN | 08/2020 | 12/2023 |
| Decorah Municipal Pool | Decorah | IA | 06/2017 | 09/2017 |
| Decorah Municipal Pool | Decorah | IA | 06/2018 | 09/2018 |
| Decorah Municipal Pool | Decorah | IA | 06/2019 | 09/2019 |
| Decorah High School | Decorah | IA | 08/2016 | 06/2020 |
| Amundson's Clothing Store | Decorah | IA | 04/2017 | 05/2017 |
| Kar Auto Group | Decorah | IA | 01/2020 | 07/2020 |
| Box Financial Advisors | Minneapolis | MN | 02/2026 | Present |
| Cetera Wealth Services, Llc | El Segundo | CA | 02/2026 | Present |
| Cetera Investment Advisers, Llc | Schamburg | IL | 02/2026 | Present |
| Sp Detailing, Llc | Minneapolis | MN | 04/2025 | Present |
1. NAME OF OTHER BUSINESS: BOX FINANCIAL ADVISORS INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL SERVICES START DATE: 02/2026 POSITION/TITLE/RELATIONSHIP: CLIENT SERVICE ASSOCIATE APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: PROVIDE SUPPORT SERVICES 2. NAME OF OTHER BUSINESS: SP DETAILING, LLC INVESTMENT RELATED: NO ADDRESS: SAME AS RESIDENTIAL LOCATION NATURE OF BUSINESS: AUTOMOTIVE DETAILING START DATE: 04/2025 POSITION/TITLE/RELATIONSHIP: OWNER APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: PROVIDES AUTOMOTIVE DETAILING SERVICES
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-05 |
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