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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-11-17 |
Branch Locations
Mason City, IA • 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 |
|---|---|---|---|---|
| White'S Iowa Institute Dba Quakerdale | New Providence | IA | 01/2008 | 12/2017 |
| Josiah White'S Quakerdale Foundation | New Providence | IA | 01/2018 | Present |
| Park Avenue Securities | Clear Lake | IA | 01/2019 | 06/2020 |
| Ocean Crest Investments, Llc | Cocoa | FL | 06/2020 | 12/2020 |
| Talbot Financial Designs | Clear Lake | IA | 06/2017 | Present |
| Gradient Advisors Llc | Arden Hills | MN | 11/2021 | Present |
1. Talbot Wealth Advisors | Investment Related | Mason City Iowa 50401| Advisory | Owner | Investment Advisor Representative | 11/2021 | 100hrs/mo | 100hrs/ mo During Trading | Advisory Services 2. Talbot Financial Designs | Investment Related | Mason City Iowa 50401 | Insurance | Owner | Agent | 06/2020 | 180 hrs/mo | 30hrs/mo During Trading | Insurance Services 3. Josiah White's Quakerdale Foundation | Not Investment Related | 26866 Highway S55 New Providence IA 50206 | Non-Profit | Executive Director | 01/2018 | 20hrs/mo | 10hrs/mo During Trading | The Foundation grants money to worthy causes that match the mission vision and values of the founder Josiah White.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-07 |
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