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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| GA | RA | APPROVED | 2021-02-18 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
2044 N Cr 470, Lake Panasoffkee, FL 33538 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gradient Advisors, Llc | Arden Hills | MN | 04/2018 | Present |
| Independent Insurance Agent | Ocala | FL | 05/2005 | Present |
1) DBA GLOBAL CORNERSTONE - 3300 SE LAKE WEIR AVE SUITE 2, OCALA, FL 34471 - FINANCIAL AND RETIREMENT PLANNING - OWNER - INVESTMENT RELATED - START DATE 2/2018 2) CORNERSTONE INSURANCE AND FINANCIAL SERVICES, LLC - 1002 SE 43RD STREET, OCALA, FL 34480 - INSURANCE AND MEDICARE SALES - INSURANCE AGENT - START DATE 10/2008
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-04-26 |
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