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Advisor at GRADIENT ADVISORS, LLC
Pueblo, CO | ARDEN HILLS, MN | Northglenn, CO
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 | Jun 3, 2021 | n/a | yes | Pueblo, CO|ARDEN HILLS, MN|Northglenn, CO | Current employment |
| SPECIALIZED ADVISORS | Former SEC adviser | Feb 19, 2019 | Jul 26, 2019 | no | Westminster, CO|DALLAS, TX | Previous registration |
| SECURE INVESTMENT MANAGEMENT, LLC | Independent wealth | Aug 8, 2017 | Feb 15, 2019 | no | Westminster, CO|TUCSON, AZ | Previous registration |
| CREATIVEONE SECURITIES, LLC | Bd affiliated wealth | Feb 27, 2017 | Aug 1, 2017 | no | Westminster, CO|WESTMINSTER, CO|Overland Park, KS | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SPECIALIZED ADVISORS | GRADIENT ADVISORS, LLC | Jul 26, 2019 | Jun 3, 2021 | 678 | Firm change after gap | RIA to RIA |
| SECURE INVESTMENT MANAGEMENT, LLC | SPECIALIZED ADVISORS | Feb 15, 2019 | Feb 19, 2019 | 4 | Firm change | RIA to new firm |
| CREATIVEONE SECURITIES, LLC | SECURE INVESTMENT MANAGEMENT, LLC | Aug 1, 2017 | Aug 8, 2017 | 7 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 141195:299308:AZ:2019-01-24 | Feb 15, 2019 | Feb 19, 2019 | TUCSON, AZ | Firm change |