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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2017-02-06 |
| ID | RA | APPROVED | 2016-10-03 |
| TX | RA | APPROVED | 2016-10-03 |
Branch Locations
414 Church Street Suite 304, Sandpoint, ID 83864 • 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 |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 09/2016 | Present |
| Army National Guard | Sandpoint | ID | 12/2012 | 12/2018 |
| Legacy Global Financial Group | Sandpoint | ID | 01/2016 | Present |
1) Legacy Global Financial Group, Inc.; 414 Church Street, Suite 304, Sandpoint, ID 83864; C-Corp; Client Relations Manager; Start Date: 01/2016: d.b.a Legacy Global Insurance Services, LLC is the Insurance Entity that is under Legacy Global Financial Group, Inc. Legacy Global Financial Group, Inc. will not be used in any marketing and/or correspondence. 2) Legacy Global Insurance Services, LLC; 414 Church Street, Suite 304, Sandpoint, ID 83864; Sales of Life and Fixed Annuity Products; Sale agent/Life Producer; Start Date: 03/2016 3) d.b.a Legacy Global Investment Advisors, LLC; 414 Church Street, Suite 304, Sandpoint, ID 83864; Retirement Planning and Investment Services; Start Date: 09/2016 4) Remax In Action; Not Investment Related; 113 N First Ave, Sandpoint, ID 83864; Real Estate; Real Estate Agent; Start date 04/2019; 20hrs/mo 5) Idaho Army National Guard; 413 Lake Street Apt 3, Sandpoint, Idaho 83864; Military; Military Duties and Training; Start Date: 12/2012
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-08 |
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