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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-07-20 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
12773 Forest Hill Boulevard Suite 207, Wellington, FL 33414 • United States
Santa Monica, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Self Employed | Costa Mesa | CA | 06/2016 | 08/2017 |
| Los Angeles County Superior Court | Los Angeles | CA | 09/2017 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 07/2026 | Present |
1. Pre-Planning Wealth Advisors LLC dba for Gradient Advisors, LLC | Investment Related | Santa Monica CA & Wellington FL | Advisory | Financial Advisor | Investment Advisor Representative | 07/2026 |80hrs/mo | 80hrs/mo during trading | Advisory Services 2. Los Angeles County Superior Court | Not Investment Related | Santa Monica CA | Legal Interpreting | Court Interpreter | 09/2017 | 128hrs/mo | 80hrs/mo during trading | Court Interpreting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-02 |
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