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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-30 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Jacksonville | FL | 02/2021 | 12/2025 |
| J&S Of Saint Auggie, Llc | Saint Augustine | FL | 04/2020 | 09/2021 |
| Cellular Sales | Jacksonville | FL | 06/2019 | 05/2020 |
| Menards, Inc | Richmond Heights | MO | 06/2007 | 06/2019 |
| Bankers Life Securities, Inc | Jacksonville | FL | 07/2022 | 12/2025 |
| Bankers Life Advisory Services, Inc | Jacksonville | FL | 09/2022 | 12/2025 |
| Gradient Advisors, Llc | Arden Hills | MN | 01/2026 | Present |
| American Senior Benefits | Jacksonville | FL | 01/2026 | Present |
1. Summit Line Financial Planning, LLC | Investment Related | St Augustine FL 32092 | Advisory | Financial Advisor | Investment Advisor Representative | 01/2026 | 60hrs/mo | 60hrs/mo outside of trading | Advisory Services 2. American Senior Benefits | Investment Related |9250 Baymeadows Rd, Suite 220, Jacksonville, FL 32256 | Insurance | Associate | Agent | 01/2026 | 100hrs/mo | 100hrs/mo outside of trading | Advisory Services 3. Creeks Softball Association | Not investment Related | St Johns FL 32259 | Softball Association| Volunteer| Coach | 01/2026 | 20hrs/mo outside of trading | Volunteer Softball Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-03 |
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