DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at GRADIENT ADVISORS, LLC
ARDEN HILLS, MN | Greenville, SC
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 | Apr 10, 2026 | n/a | yes | Greenville, SC|ARDEN HILLS, MN | Current employment |
| JEHM WEALTH & RETIREMENT, LLC | State registered | Aug 15, 2019 | Jan 16, 2026 | no | SIMPSONVILLE, SC | Previous registration |
| BROOKSTONE CAPITAL MANAGEMENT LLC | Independent wealth | Jul 11, 2018 | Jun 27, 2019 | no | Simpsonville, SC|WHEATON, IL | Previous registration |
| MML INVESTORS SERVICES, LLC | Bd affiliated wealth | Oct 26, 2017 | Feb 14, 2018 | no | CHARLESTON, SC|GREENVILLE, SC | Previous registration |
| PRINCIPAL SECURITIES, INC. | Bd affiliated wealth | Dec 5, 2016 | Jul 10, 2017 | no | SIMPSONVILLE, SC|MT PLEASANT, SC | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| JEHM WEALTH & RETIREMENT, LLC | GRADIENT ADVISORS, LLC | Jan 16, 2026 | Apr 10, 2026 | 84 | Firm change | Other |
| BROOKSTONE CAPITAL MANAGEMENT LLC | JEHM WEALTH & RETIREMENT, LLC | Jun 27, 2019 | Aug 15, 2019 | 49 | Firm change | RIA to state RIA |
| MML INVESTORS SERVICES, LLC | BROOKSTONE CAPITAL MANAGEMENT LLC | Feb 14, 2018 | Jul 11, 2018 | 147 | Firm change | Other |
| PRINCIPAL SECURITIES, INC. | MML INVESTORS SERVICES, LLC | Jul 10, 2017 | Oct 26, 2017 | 108 | Firm change | Other |