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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2017-10-16 |
Branch Locations
2 North 20Th Street Suite 1140, Birmingham, AL 35203 • 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 |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 05/2017 | Present |
| Self-Employed | Birmingham | AL | 12/1987 | Present |
1) dba Mainstream Asset Advisors, LLC - 2 North 20th Street, Suite 1140, Birmingham, AL 35203 - Wealth Management and Retirement Planning - Owner - Investment Related - Start Date: 05/2017 2) Mainstream Financial Group - 2 North 20th Street, Suite 1140, Birmingham, AL 35203 - Fixed Annuity and Insurance Sales - Independent Agent - Investment Related - Start Date: 12/1987 3) 2 KnowMoney - 2 North 20th Street, Suite 1140, Birmingham, AL 35203 - Non-profit - non-solicitations financial literacy workshops and presentation - Founder - Start Date 09/2014 4) CEOTA | Not Investment Related | Decatur AL | Community Service | Director | 12/2024 | 3hrs/mo | 3hrs/mo during trading | Assist in organizing and presenting programs to support Old Town Decatur with Art 5) Elder Foundation | Not Investment Related | Birmingham AL | Non-profit | Board Member | 01/2025 | 1hr/mo outside of trading | Supporting homebound seniors in providing meals
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-07 |
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