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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2017-03-23 |
Branch Locations
4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
219 S. Front St. Suite 201, Fremont, OH 43420 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| D-Max Ent, Llc. | Fremont | OH | 11/1994 | Present |
| Gradient Advisors, Llc | Arden Hills | MN | 03/2017 | Present |
| Premier Planning Services | Fremont | OH | 01/2017 | Present |
1) Premier Planning Services, Ltd - 105 S Main Street, Clyde, OH 43410 - Principal member/Sales marketing - Insurance and Fixed Annuities Sales - Start Date: 01/2017 2) D-Max Enterprises, LLC - 105 S Main Street, Clyde, OH 43410 - Principal member/Sales - Insurance and Fixed Annuities Sales - Single member LLC - Start Date: 2001
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2004-05-20 |
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