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4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2015-12-14 |
Branch Locations
125 W. Railroad Street, La Grange, NC 28551 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2009-04-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Foss Agency Inc | Lagrange | NC | 07/1991 | Present |
| Foss Wealth Management Inc. | La Grange | NC | 11/2007 | Present |
| Gradient Investments, Llc | Arden Hills | MN | 11/2015 | Present |
THE FOSS AGENCY, INC.; NON-INVESTMENT RELATED; LA GRANGE, NC; INSURANCE SERVICES; PRESIDENT/INSURANCE AGENT; 06/1991; GREATER THAN 50% OF TIME SPENT IN THIS BUSINESS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-08 |
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