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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-20 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Prudential Insurance Company Of America | Franklin | TN | 06/2017 | 06/2018 |
| Pruco Securities Llc | Franklin | TN | 06/2017 | 06/2018 |
| Self Employed Insurance Agent | Clarksville | TN | 01/2016 | 06/2017 |
| Fidelis Insurance & Financial Group | Fairview | TN | 01/2016 | 06/2017 |
| Gradient Advisors, Llc | Arden Hills | MN | 02/2025 | Present |
| Curtis Stoner - Independent Agent | Dickson | TN | 05/2015 | 08/2024 |
| Senior Health And Wealth Solutions, Llc | Dickson | TN | 09/2024 | Present |
1. TriStar Wealth Advisors | Investment Related | 880 Highway 70 W Suite 1 Dickson TN 37055 | Investment Advisory | Owner | Investment Advisor Representative | 02/2025 | 130hrs/mo | 130hrs/mo during trading | Advisory Services 2. Senior Health and Wealth Solutions, LLC | Investment Related | 880 Highway 70 W Suite 1 Dickson TN 37055 | Insurance | Owner | Agent | 09/2024 | 02/2025 | 30hrs/mo | 30hrs/mo during trading | Insurance Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-26 |
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