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4105 Lexington Avenue N. Suite 225, Arden Hills, MN 55126 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2020-01-16 |
| AZ | RA | APPROVED | 2020-01-09 |
| NV | RA | APPROVED | 2019-10-23 |
| UT | RA | APPROVED | 2019-10-16 |
Branch Locations
315 Calais Dr., Mesquite, NV 89027 • 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 |
|---|---|---|---|---|
| Centaurus Financial, Inc. | Orange | CA | 02/2011 | 11/2017 |
| Financial Concepts, Inc | Mesquite | NV | 01/1998 | 05/2017 |
| Financial Concepts, Inc | Mesquite | NV | 10/2017 | Present |
| Financial Concepts Retirement Planning, Llc | Mesquite | NV | 05/2017 | Present |
| Jefro Enterprises, Llc | Mesquite | NV | 10/2015 | Present |
| Centaurus Financial, Inc. | Orange | CA | 11/2008 | 11/2017 |
| Gradient Advisors Llc | Arden Hills | MN | 10/2019 | Present |
1) JEFRO ENTERPRISES, LLC, NON-INVESTMENT RELATED, 901 IRONWOOD DR., MESQUITE, NV 89027, BUYING RENTAL PROPERTIES AND LAND FOR PERSONAL INVESTMENT, MANAGING MEMBER, SINCE 11/12/2015, Devoted TIME IS 4 HRS A MONTH, LOOK FOR APPROPRIATE PROPERTIES FOR POSSIBLE PURCHASE. 2) FINANCIAL CONCEPTS Retirement Planning, LLC, PRESIDENT, SINCE 05/2017, MESQUITE, NV, INSURANCE Agent, SALES AND MARKETING OF VARIOUS INSURANCE AND FIXED ANNUITY PRODUCTS, SUPERVISING AGENTS CONTRACTED WITH AGENCY, DEVOTED TIME IS 10 HRS A MONTH, NON-INVESTMENT RELATED.8 3) dba Financial Concepts Inc; Investment Related; 315 Calais Dr. Mesquite, NV 89027; Financial and Retirement Planning; Investment Advisor Representative/Owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-04-18 |
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