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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-04-09 |
Branch Locations
1606 Schaeffer Rd Suite #100, Knoxville, TN 37932 • 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 |
|---|---|---|---|---|
| Fritts Financial | Knoxville | TN | 08/2013 | 10/2019 |
| Goals Based Financial Planners | Knoxville | TN | 10/2019 | Present |
| Brookstone Capital Management Llc | Knoxville | TN | 10/2016 | 02/2023 |
| Gradient Advisors Llc | Arden Hills | MN | 02/2023 | Present |
1. Goals Based Financial Planners; Investment Related; 1606 Schaeffer RD Ste #100 Knoxville TN 37932; Investment Advisory and Insurance; Owner; Investment Advisor Representative; 02/2023; 160hrs/mo during trading; Financial Planning
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-09-12 |
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