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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-01-04 |
| IL | RA | APPROVED | 2012-10-05 |
Branch Locations
10026 W 190Th Place, Mokena, IL 60448 • 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 |
|---|---|---|---|---|
| Moylan Agency | Chicago | IL | 04/1995 | Present |
| Advanced Planning Advisors | Mokena | IL | 01/2010 | Present |
| Gradient Advisors, Llc | Shoreview | MN | 10/2012 | Present |
1) dba ADVANCED PLANNING ADVISORS, INC. - INSURANCE IN NATURE (ANNUITIES, LIFE, ETC.), RETIREMENT PLANNING. PARTNER IN THE COMPANY, STARTED IN JANUARY OF 2010. 160/MONTH. 10026 W 190TH PLACE, MOKENA, IL 60448. MOYLAN AGENCY, MOKENA, IL. STARTED IN 04/1995. 2) The Recovery Group, LLC -19612 GREENVIEW PL., TINLEY PARK, IL 60487 - Real Estate - Owner of rental property - Non investment related - Start Date: 2003 3) American Capital Group, LLC; Investment Related; 10026 W 190th Pl Mokena IL 60448 IL; Rental Property; Manager; 08/2024; 1hr.mo; 0hrs during trading; Rental Property Manager
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-09 |
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