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Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2022-07-14
  • PA RA
    APPROVED
    Since 2022-07-14

Branch Locations

1360 Old Freeport Rd Ste 3A, Pittsburgh, PA 15238 • United States

117 S Center St., Ebensburg, PA 15931 • United States

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Hometown Retirement Specialist Llc Ebensburg PA 09/2021 09/2025
Success Financial Solutions Pittsburgh PA 02/2012 07/2021
Gradient Advisors, Llc Arden Hills MN 07/2022 Present
Novera Wealth Management, Llc Ebensburg PA 09/2025 Present
Novera Financial Group,Llc Ebensburg PA 09/2025 Present
  • 09/2021 → 09/2025
    Hometown Retirement Specialist Llc
    Ebensburg, PA
  • 02/2012 → 07/2021
    Success Financial Solutions
    Pittsburgh, PA
  • 07/2022 → Present
    Arden Hills, MN
  • 09/2025 → Present
    Novera Wealth Management, Llc
    Ebensburg, PA
  • 09/2025 → Present
    Novera Financial Group,Llc
    Ebensburg, PA
Other Businesses

1. Novera Wealth Management, LLC | Investment Related | 1360 Old Freeport Rd, Ste 3A, Pittsburgh, PA 15238 & Ebensburg PA | Financial Planning | Owner | Investment Advisor Representative | 09/2025 | 80hrs/mo | 80hrs/mo during trading | Advisory Services 2. Novera Financial Group, LLC | Investment Related | 1360 Old Freeport Rd, Ste 3A, Pittsburgh, PA 15238 & Ebensburg PA | Income Planning | Owner | Agent | 09/2025 | 80hrs/mo | 80hrs/mo during trading | Insurance Services

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-10
  • S65 Uniform Investment Adviser Law Examination
    2022-05-10
Other Names
  • Kelly L Penatzer

View on SEC IAPD

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