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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-10-02 |
Branch Locations
2000 S Batavia Ave #350, Geneva, IL 60134 • United States
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bankers Life & Casualty, Inc | Schaumburg | IL | 03/2015 | 08/2025 |
| Bankers Life Securities, Inc | Schaumburg | IL | 02/2018 | 08/2025 |
| Bankers Life Advisory Services, Inc | Schaumburg | IL | 08/2024 | 08/2025 |
| Gradient Advisors, Llc | Arden Hills | MN | 10/2025 | Present |
| American Senior Benefits | Geneva | IL | 08/2025 | Present |
1. Burling Wealth Advisors Inc | Investment Related |2000 S Batavia Ave, #350, Geneva, IL 60134 | Financial Planning| Associate | Investment Advisor Representative | 10/2025 | 80hrs/mo | 80hrs/mo during trading | Advisory Services 2. American Senior Benefits | Investment Related |2000 S Batavia Ave, #350, Geneva, IL 60134 | Insurance| Broker | Agent | 08/2025 | 80hrs/mo | 80hrs/mo during trading | Insurance Services
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-02 |
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