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Advisor at GRADIENT WEALTH MANAGEMENT
ARDEN HILLS, MN | South Bend, IN | Kalamazoo, MI | Grand Rapids, MI | Lansing, MI
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 WEALTH MANAGEMENT | Bd affiliated wealth | Mar 11, 2015 | n/a | yes | South Bend, IN|ARDEN HILLS, MN|Grand Rapids, MI|Kalamazoo, MI|Lansing, MI | Current employment |
| GRADIENT ADVISORS, LLC | Independent wealth | Jul 1, 2011 | Mar 3, 2015 | no | ROCKFORD, MI|ARDEN HILLS, MN|GRAND RAPIDS, MI | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Sep 30, 2010 | Jun 10, 2011 | no | MARINETTE, WI|ROCKFORD, MI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRADIENT ADVISORS, LLC | GRADIENT WEALTH MANAGEMENT | Mar 3, 2015 | Mar 11, 2015 | 8 | Firm change | Other |
| VOYA FINANCIAL ADVISORS, INC. | GRADIENT ADVISORS, LLC | Jun 10, 2011 | Jul 1, 2011 | 21 | Firm change | Other |