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Missouri City, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-10-24 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Securities | Arden Hills | MN | 11/2013 | 08/2017 |
| Gradient Wealth Management | Arden Hills | MN | 04/2015 | 08/2017 |
| Cpa Advisory Network | Sugar Land | TX | 09/2011 | Present |
| Kinder & Associates, Llc Dba Wealth Architects Wealth Management | Sugar Land | TX | 01/1984 | Present |
| Wealth Architects, Llc | Sugar Land | TX | 09/2017 | Present |
1)KINDER & ASSOCIATES LLC DBA: Wealth Architects Wealth Management; INVT REL; 4115 REGAL STONE LANE, SUGAR LAND, TX 77479; 10497 TOWN AND COUNTRY WAY, SUITE 700, HOUSTON, TX 77024; INSURANCE, ADVISORY, AND SECURITIES BUSINESS; OWNER; START 01/01/1984; 120 HRS/MO; 120 HRS/MO DURING TRADING. 2)CPA ADVISORY NETWORK, LLC; NOT INVT REL; 4115 REGAL STONE LANE, SUGAR LAND, TX 77479; 10497 TOWN AND COUNTRY WAY, SUITE 700, HOUSTON, TX 77024; OWNER; PROVIDING MARKETING SERVICES FOR CPA FIRMS WHO WANT TO GET LICENSED AND START A FINANCIAL SERVICES DIVISION; START 09/04/2011; 12 HRS/MO.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 1985-09-13 |
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