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Current Employers
Civitas Financial Llc

7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-27
SC RA APPROVED 2026-08-18
  • NC RA
    APPROVED
    Since 2026-08-27
  • SC RA
    APPROVED
    Since 2026-08-18

Branch Locations

7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States

Fort Mill, SC • United States

Gradient Investments, Llc

4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-08-11
  • NC RA
    APPROVED
    Since 2026-08-11

Branch Locations

Fort Mill, SC • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
American Insurance Marketing Solutions Charlotte NC 08/2013 Present
Gradient Advisors Llc Arden Hills MN 02/2023 12/2025
Gradient Investments, Llc Arden Hills MN 08/2026 Present
Civitas Financial Llc Indianapolis IN 08/2026 Present
Previous Registrations
Other Businesses

1. American Insurance Marketing Solutions; Investment Related; 8720 Red Oak BLVD #101 Charlotte NC 28207; Insurance Sales; Sales Manager; Agent; 8/2013; 160hrs/mo 2. Gradient Investments, LLC; Yes; Arden Hills, MN; RIA; Solicitor; 08/2026; 0% of time spent on activity

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-09-30
  • S65 Uniform Investment Adviser Law Examination
    2022-09-30
Other Names
  • Lamaar Steadman

View on SEC IAPD

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