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7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-27 |
| SC | RA | APPROVED | 2026-08-18 |
Branch Locations
7820 Innovation Blvd Ste 225, Indianapolis, IN 46278 • United States
4105 Lexington Avenue North Suite 250, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-08-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-30 |
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