Michele Lee Farrell

Current Employers

Employment History

• 03/2017 → 12/2018
  Transamerica Financial Advisors, Inc
  Chino, CA
• 03/2015 → 11/2018
  World Financial Group, Inc.
  Chino, CA
• 09/2015 → 08/2018
  Alta Resources, Llc
  Brea, CA
• 01/2019 → 07/2021
  Michele Farrell Sole Proprietor
  Chino, CA
• 11/2019 → 07/2021
  The Financial Architects Wealth Management Llc
  Chino, CA
• 12/2020 → 07/2021
  Gradient Securities, Llc
  Arden Hills, MN
• 01/2025 → Present
  Gradient Advisors, Llc
  Arden Hills, MN
• 09/2022 → Present
  Bni Founding Region
  Villa Park, CA
• 07/2021 → 11/2023
  Oregon Pacific Financial Advisors
  Medford, OR

Previous Registrations

• 2021-07-26 → 2023-11-21
  Oregon Pacific Financial Advisors Inc
  Claremont, CA
  Medford, OR
• 2020-01-17 → 2021-07-21
  The Financial Architects Wealth Management Llc
  Chino Hills, CA
• 2017-07-19 → 2018-12-14
  Transamerica Financial Advisors, Llc
  Chino, CA

Other Businesses

1. Elevate Wealth Advisors | Investment Related | 6320 Canoga Ave Suite 1537 Woodland Hills CA 91367 | Investment Advisory | Owner | Investment Advisor Representative | 01/2025 | 150Hrs/mo | 150hrs/mo during trading | Advisory Services 2. Inland Valleys Networking, Inc dba BNI Founding Region | Not Investment Related | 17853 Santiago Blvd Ste 107-507 Villa Park CA 92861 | Networking | Support Director | 09/2022 | 10hrs/mo | 8hrs/mo during trading | Train on BNI topics

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-06-27
• S63 Uniform Securities Agent State Law Examination
  2017-03-10

Other Names

• Shelly Farrell
• Michele Farrell