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Current Employers
Gradient Advisors, Llc

4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-01
GA RA APPROVED 2021-02-18
  • FL RA
    APPROVED
    Since 2025-01-01
  • GA RA
    APPROVED
    Since 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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Gradient Advisors, Llc Arden Hills MN 04/2018 Present
Independent Insurance Agent Ocala FL 05/2005 Present
  • 04/2018 → Present
    Arden Hills, MN
  • 05/2005 → Present
    Independent Insurance Agent
    Ocala, FL
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-04-26
  • S65 Uniform Investment Adviser Law Examination
    2017-04-26

View on SEC IAPD

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