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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-03-08 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Humble, TX • United States
2001 Timberloch Place Suite 500, The Woodlands, TX 77380 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Patrick S Purcell | Humble | TX | 04/2004 | Present |
| Gradient Advisors Llc | Arden Hills | MN | 03/2017 | Present |
1) dba Protos Wealth Management; Investment Related; 2001 Timberloch Pl, Ste 500 The Woodlands, TX 77380 (by appointment only); Wealth management, financial and retirement planning; President-Owner; Start Date: 02/2017 2) Patrick S Purcell; Investment Related;14702 Banner Ridge Lane, Humble, TX, 77396; Annuity and Insurance Sales; Sole Proprietor-Sales; Start Date: 04/2004; 120 hours/month 3) Safe Money Places; Investment Related; 11611 N Meridian ST STE 110 Carmel IN 46032; Annuity and Insurance sales; Agent; Start date: 03/2023; 40 hours/month
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-10-19 |
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