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Advisor at NORTHROCK PARTNERS, LLC
MINNEAPOLIS, 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 |
|---|---|---|---|---|---|---|
| NORTHROCK PARTNERS, LLC | Independent wealth | Aug 23, 2023 | n/a | yes | MINNEAPOLIS, MN | Current employment |
| GRADIENT WEALTH MANAGEMENT | Bd affiliated wealth | Jun 16, 2023 | Aug 17, 2023 | no | ARDEN HILLS, MN|ARDEN HILLS, MN | Previous registration |
| GRADIENT ADVISORS, LLC | Independent wealth | Feb 6, 2023 | May 26, 2023 | no | Plymouth, MN|ARDEN HILLS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRADIENT WEALTH MANAGEMENT | NORTHROCK PARTNERS, LLC | Aug 17, 2023 | Aug 23, 2023 | 6 | Firm change | Ibd to RIA |
| GRADIENT ADVISORS, LLC | GRADIENT WEALTH MANAGEMENT | May 26, 2023 | Jun 16, 2023 | 21 | Firm change | RIA to ibd |