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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2023-08-24 |
Branch Locations
1795 Alysheba Way #4106, Lexington, KY 40509 • 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 |
|---|---|---|---|---|
| Fujifilm Medical Systems | Stamford | CT | 04/2016 | 03/2018 |
| Five Star Life & Wealth Llc | Lexington | KY | 05/2018 | Present |
| Gradient Advisors Llc | Arden Hills | MN | 08/2023 | Present |
1. Five Star Life & Wealth LLC | Investment Related | 1795 Alysheba Way #4106, Lexington, KY, 40509 | President | Investment Advisor Representative | 5/2018 | 160Hrs/mo | 160Hrs/mo during trading | Advisory and Insurance Services 2. 56 Properties, LLC| Investment Related | Lexington KY | Property Management | Owner | 04/2024 | 1hr/mo outside of trading | College Rental House
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-31 |
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