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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2021-10-15 |
| MO | RA | APPROVED | 2021-06-04 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
6300 North Revere Drive Suite 225, Kansas City, MO 64151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tucker Asset Management Llc | Littleton | CO | 01/2017 | 10/2017 |
| Michael M. Quarles & Associates | Kansas City | MO | 09/2016 | 10/2017 |
| Mike Quarles Retirement Services | Kansas City | MO | 10/2003 | 09/2016 |
| Ae Wealth Management, Llc | Topeka | KS | 10/2017 | 06/2021 |
| Financial Longevity Advisory, Llc | Kansas City | MO | 10/2017 | Present |
| American Financial Education Alliance | Charlotte | NC | 09/2018 | 01/2020 |
| Gradient Advisors | 4105 Lexington Ave North | MN | 06/2021 | Present |
1) Financial Longevity Advisory, LLC. Investment related. 6300 North Revere Drive, Suite 225, Kansas City, MO 64151. Insurance. Owner/Independent Insurance Agent. 10/2017. 160 hours per month. 160 hours per month during securities trading hours. Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-12 |
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