Best Investors Account Sign in
Current Employers
Gradient Securities, Llc

4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2026-08-13
FL RA APPROVED 2026-03-13
  • GA RA
    APPROVED
    Since 2026-08-13
  • FL RA
    APPROVED
    Since 2026-03-13

Branch Locations

4105 Lexington Avenue N Suite 380, Arden Hills, MN 55126 • United States

Silver Springs, FL • United States

4105 Lexington Avenue Suite 380, Arden Hills, MN 55126 • US

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
Transamerica Financial Advisors, Inc Johns Creek GA 10/2016 09/2021
World Financial Group, Inc. Johns Creek GA 04/2016 09/2021
2Nd Life Consulting Holly Springs GA 01/2013 Present
Mullen Insurance Service Newhope AR 08/2017 09/2018
Southern Protective Group Woodstock GA 08/2017 09/2018
Gordon Marketing Group Noblesville IN 08/2017 09/2018
Medicare & Other Red Tape Roswell GA 09/2018 10/2019
Jeffrey Campbell Evans Foundations Ball Ground GA 10/2018 06/2020
Aliera Healthcare Atlanta GA 04/2019 09/2021
Gohealth Llc Chicago IL 03/2020 09/2021
Debtmerica Santa Ana CA 01/2017 09/2021
The Leaders Group Inc Littleton CO 11/2021 01/2026
Finfit Life Silver Springs FL 09/2021 Present
Gradient Securities, Llc Arden Hills MN 01/2026 Present
  • 10/2016 → 09/2021
    Transamerica Financial Advisors, Inc
    Johns Creek, GA
  • 04/2016 → 09/2021
    World Financial Group, Inc.
    Johns Creek, GA
  • 01/2013 → Present
    2Nd Life Consulting
    Holly Springs, GA
  • 08/2017 → 09/2018
    Mullen Insurance Service
    Newhope, AR
  • 08/2017 → 09/2018
    Southern Protective Group
    Woodstock, GA
  • 08/2017 → 09/2018
    Gordon Marketing Group
    Noblesville, IN
  • 09/2018 → 10/2019
    Medicare & Other Red Tape
    Roswell, GA
  • 10/2018 → 06/2020
    Jeffrey Campbell Evans Foundations
    Ball Ground, GA
  • 04/2019 → 09/2021
    Aliera Healthcare
    Atlanta, GA
  • 03/2020 → 09/2021
    Gohealth Llc
    Chicago, IL
  • 01/2017 → 09/2021
    Debtmerica
    Santa Ana, CA
  • 11/2021 → 01/2026
    The Leaders Group Inc
    Littleton, CO
  • 09/2021 → Present
    Finfit Life
    Silver Springs, FL
  • 01/2026 → Present
    Arden Hills, MN
Previous Registrations
Other Businesses

1. 2ND LIFE CONSULTING; INVESTMENT RELATED; 10258 NE 28 LOOP, SILVER SPRINGS, FL 3448; INSURANCE AGENT; START 11/2021; 160 HOURS PER MONTH; 160 HOURS DURING SECURITIES TRADING HOURS; SELLS VARIOUS INSURANCE PRODUCTS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-07-28
S63 Uniform Securities Agent State Law Examination 2016-12-05
  • S65 Uniform Investment Adviser Law Examination
    2017-07-28
  • S63 Uniform Securities Agent State Law Examination
    2016-12-05
Other Names
  • Margaret / Peggy Ann Morrissey
  • Margaret / Peggy Miller

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Arden Hills, MN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor