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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 | 2022-11-01 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
18618 Tuscany Stone Suite 200, San Antonio, TX 78258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G&K Services | Louisville | KY | 06/2016 | 12/2016 |
| Legato Financial Group, Inc | Elizabethtown | KY | 03/2017 | 08/2018 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2018 | 12/2018 |
| Regal Investment Advisors, Llc | Kentwood | MI | 08/2017 | 05/2018 |
| Homemaking | Radcliff | KY | 12/2016 | 03/2017 |
| Ae Wealth Management, Llc | Topeka | KS | 02/2019 | 10/2022 |
| Pinnacle Strategic Wealth, Inc. | San Antonio | TX | 02/2019 | Present |
| Homemaker | Radcliff | KY | 08/2018 | 02/2019 |
| American Financial Education Alliance | Charlotte | NC | 09/2018 | Present |
| Gradient Advisors Llc | Arden Hills | MN | 11/2022 | Present |
1. PINNACLE STRATEGIC WEALTH INC.; INVESTMENT-RELATED; 18618 Tuscany Stone #200 San Antonio TX 78258; INSURANCE SALES AND SERVICE;PRESIDENT; INVESTMEANT ADVISOR REPRESENTATIVE; 2/2019; 80 HOURS PER MONTH; 60 HOURS PER MONTH DURING TRADING; ADVISORY AND INSURANCE SERVICES 2. AFEA; Investment-Related; 18618 Tuscany Stone #200 San Antonio TX 78258; Financial Education; President; Presenter; 01/2024; 6hrs/mo; 0hrs/mo during trading; Financial Education Classes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-16 |
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