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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-11-29 |
Branch Locations
319 N Weber St, Colorado Springs, CO 80903 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
311 W 24Th Street, Pueblo, CO 81003 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allied Wealth Financial Group | Pueblo | CO | 07/2021 | Present |
| Gradient Advisors Llc | Arden Hills | MN | 11/2022 | Present |
| University Of Colorado At Colorado Springs | Colorado Springs | CO | 08/2019 | 05/2023 |
| Unemployed | Simla | CO | 11/2012 | 08/2019 |
1. Allied Wealth Investments LLC | Investment related | 11150 Huron St Northglenn CO 80234 & 319 N Weber St Colorado Springs CO 80903 | Advisory Services| Member | Investment Advisor Representative | 11/2022| 20hrs/mo | 20hrs/mo during trading | Investment Services 2. Allied Wealth Financial Group | Investment related | 11150 Huron St Northglenn CO 80234 & 319 N Weber St Colorado Springs CO 80903| Insurance Services | Member | Agent | 11/2022 | 140 hrs/mo | 140 hrs/mo during trading | Sales of fixed, indexed, & life insurance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-24 |
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