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Advisor at GRADIENT ADVISORS, LLC
Pittsburgh, PA | ARDEN HILLS, MN
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| GRADIENT ADVISORS, LLC | Independent wealth | Mar 27, 2026 | n/a | yes | Pittsburgh, PA|ARDEN HILLS, MN | Current employment |
| BROOKSTONE WEALTH ADVISORS, LLC | No RAUM reported | Feb 1, 2024 | Mar 27, 2026 | no | WHEATON, IL|Pittsburgh, PA | Previous registration |
| AE WEALTH MANAGEMENT, LLC | Bd affiliated wealth | Apr 25, 2023 | Feb 5, 2024 | no | Pittsburgh, PA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| BROOKSTONE WEALTH ADVISORS, LLC | GRADIENT ADVISORS, LLC | Mar 27, 2026 | Mar 27, 2026 | 0 | Firm change | Other |
| AE WEALTH MANAGEMENT, LLC | BROOKSTONE WEALTH ADVISORS, LLC | Feb 5, 2024 | Feb 1, 2024 | -4 | Firm change | Other |