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8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-04-22 |
Branch Locations
8170 Corporate Park Dr. Suite 300, Cincinnati, OH 45242 • United States
Idaho Falls, ID • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities, Llc | Arden Hills | MN | 08/2022 | 04/2024 |
| Self-Employed | Lansing | MI | 11/2017 | 08/2022 |
| Sparrow Health System | Lansing | MI | 12/2019 | 10/2021 |
| Lansing Community College | Lansing | MI | 05/2019 | 12/2019 |
| Gotcha Scooters | Lansing | MI | 09/2019 | 12/2019 |
| Lime Scooters | Lansing | MI | 10/2018 | 05/2019 |
| Clearesult | Lansing | MI | 05/2016 | 12/2016 |
| Liberty National | Grand Rapids | MI | 12/2016 | 06/2017 |
| Clearesult | Lansing | MI | 07/2017 | 02/2018 |
| United Advisor Group | Idaho Falls | ID | 04/2024 | Present |
INDEPENDENT INSURANCE AGENT;INVT REL; 298 E 18TH ST, IDAHO FALLS, ID 83404; INSURANCE; INSURANCE AGENT; START 04/2024; 0 HRS/MO; HR/MO DURING TRADING; SALES OF LIFE INSURANCE BUSINESS NETWORK INTERNATIONAL; NOT INVT REL; 298 E 18TH ST, IDAHO FALLS, ID 83404; NETWORKING GROUP; MEMBERSHIP COMMITTEE; START 10/2022; 8 HRS/MO; 8 HR/MO DURING TRADING; ACTIVITY REPORTING, INVOLVEMENT WITH APPROVING NEW MEMBERS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-06-01 |
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