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Advisor at GRADIENT WEALTH MANAGEMENT
ARDEN HILLS, MN | PINECREST, FL
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 | Feb 17, 2015 | n/a | yes | ARDEN HILLS, MN|PINECREST, FL | Current employment |
| GRADIENT ADVISORS, LLC | Independent wealth | Nov 13, 2012 | Feb 24, 2015 | no | MIAMI, FL|ARDEN HILLS, MN | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Jul 2, 1996 | Nov 6, 2012 | no | MIAMI, FL|MIAMI, FL|MIAMI, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| GRADIENT ADVISORS, LLC | GRADIENT WEALTH MANAGEMENT | Feb 24, 2015 | Feb 17, 2015 | -7 | Firm change | Other |
| VOYA FINANCIAL ADVISORS, INC. | GRADIENT ADVISORS, LLC | Nov 6, 2012 | Nov 13, 2012 | 7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 152665:127701:MN:2015-02-24 | Feb 24, 2015 | Feb 17, 2015 | ARDEN HILLS, MN | Firm change |