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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
2900 Adams St Suite C100, Riverside, CA 92504 • 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 |
|---|---|---|---|---|
| Wealth Preservation Concepts | Riverside | CA | 08/1996 | Present |
| Jack Keeter & Associates | Anaheim | CA | 08/2014 | 08/2017 |
| Gradient Advisors Llc | Arden Hills | MN | 07/2021 | Present |
1) Steele Financial Group Inc; Investment Related; 2900 Adams St, Suite C100, Riverside, CA 92501; Retirement and Financial Planning; Investment Advisor Representative; Owner 2) WPC Executive Services Inc; Not Investment Related; 2900 Adams St, Suite C100, Riverside, CA 92501; Offers Executive Services to small business owners; Part owner; Start date 2003; 10 hrs/mo 3) Wealth Preservation Concepts Inc; Investment Related; 2900 Adams St, Suite C100, Riverside, CA 92501; Insurance Commission Payments; Owner; Start date 2001
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-30 |
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