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Current Employers
Gradient Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2023-02-10
  • NV RA
    APPROVED
    Since 2023-02-10

Branch Locations

315 Calais Dr., Mesquite, NV 89027 • 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
Financial Concepts Retirement Planning, Llc Mesquite NV 01/2007 01/2017
Ron Bird Portraits Mesquite NV 01/2017 01/2019
Financial Concepts Retirement Planning, Llc Mesquite NV 01/2019 Present
Gradient Advisors Llc Arden Hills MN 02/2023 Present
  • 01/2007 → 01/2017
    Financial Concepts Retirement Planning, Llc
    Mesquite, NV
  • 01/2017 → 01/2019
    Ron Bird Portraits
    Mesquite, NV
  • 01/2019 → Present
    Financial Concepts Retirement Planning, Llc
    Mesquite, NV
  • 02/2023 → Present
    Arden Hills, MN
Other Businesses

1. Financial Concepts INC; Investment Related; 315 Calais Dr. Mesquite, NV 89027; Advisor; Financial Advisor; Investment Advisor Representative; 2/2023; 100hrs/mo; Advisory services 2. Financial Concepts Retirement Planning, LLC; Investment related; 315 Calais Dr. Mesquite, NV 89027;Insurance ; Agent; 01/07-01/17 & 01/2019; 160hrs/mo; Insurance Sales & Document Preparation

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-12-22
  • S65 Uniform Investment Adviser Law Examination
    2022-12-22
Other Names
  • Ron Bird

View on SEC IAPD

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