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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-01-03 |
| IN | RA | APPROVED | 2022-09-13 |
Branch Locations
204 Pearl Street Suite 301B, New Albany, IN 47150 • United States
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 |
|---|---|---|---|---|
| Ct5 Logistics | Louisville | KY | 09/2019 | 12/2021 |
| J.P.MOrgan Chase | Louisville | KY | 11/1990 | 12/2016 |
| Self-Employed | Louisville | KY | 12/2016 | 09/2019 |
| Gradient Advisors Llc | Arden Hills | MN | 09/2022 | Present |
| Senior Solutions | New Albany | IN | 12/2021 | Present |
1. Senior Solutions; Investment related; 204 Pearl St Suite 30 New Albany IN 47150; Financial Records, Accounting, Operations; Finance manager; 01.2019; 40 hr/mo; 2-4 hours a day for other business during trading hours; monthly financial statement preparation, agent commission calculation and payments, payroll processing and other operational activities (agent sales tracking, property and worker's comp insurance)
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-12 |
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