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Advisor at GRADIENT ADVISORS, LLC
ARDEN HILLS, MN | Saint Petersburg, 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 ADVISORS, LLC | Independent wealth | Apr 7, 2025 | n/a | yes | ARDEN HILLS, MN|Saint Petersburg, FL | Current employment |
| WEALTH WATCH ADVISORS, INC | Independent wealth | Aug 15, 2022 | Apr 9, 2025 | no | St. Petersburgf, FL | Previous registration |
| WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY | Independent wealth | Jun 11, 2021 | Jul 14, 2022 | no | TAMPA, FL | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Jun 23, 2017 | Jun 2, 2021 | no | TAMPA, FL | Previous registration |
| SECURE INVESTMENT MANAGEMENT, LLC | Independent wealth | Nov 20, 2015 | May 12, 2017 | no | Coral Springs, FL|TUCSON, AZ|St. Petersburg, FL | Previous registration |
| SIGNATURE INVESTMENTS, INC. | Former SEC adviser | Mar 25, 2013 | Sep 22, 2015 | no | PALM HARBOR, FL|DAYTON, OH|DAYTON, OH|CORAL SPRINGS, FL | Previous registration |
| SICOR SECURITIES INC | n/a | Mar 1, 2011 | Dec 31, 2012 | no | DAYTON, OH|VERO BEACH, FL|PALM HARBOR, FL|DAYTON, OH | Previous registration |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | Former SEC adviser | May 24, 2010 | Mar 2, 2011 | no | CLEARWATER, FL|SARASOTA, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| WEALTH WATCH ADVISORS, INC | GRADIENT ADVISORS, LLC | Apr 9, 2025 | Apr 7, 2025 | -2 | Firm change | RIA to RIA |
| WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY | WEALTH WATCH ADVISORS, INC | Jul 14, 2022 | Aug 15, 2022 | 32 | Firm change | RIA to RIA |
| PRUCO SECURITIES, LLC | WALSER WEALTH MANAGEMENT COMPANY, A LIMITED LIABILITY COMPANY | Jun 2, 2021 | Jun 11, 2021 | 9 | Firm change | Ibd to RIA |
| SECURE INVESTMENT MANAGEMENT, LLC | PRUCO SECURITIES, LLC | May 12, 2017 | Jun 23, 2017 | 42 | Firm change | Other |
| SIGNATURE INVESTMENTS, INC. | SECURE INVESTMENT MANAGEMENT, LLC | Sep 22, 2015 | Nov 20, 2015 | 59 | Firm change | Other |
| SICOR SECURITIES INC | SIGNATURE INVESTMENTS, INC. | Dec 31, 2012 | Mar 25, 2013 | 84 | Firm change | Other |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | SICOR SECURITIES INC | Mar 2, 2011 | Mar 1, 2011 | -1 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 206518:172002:FL:2022-07-14 | Jul 14, 2022 | Aug 15, 2022 | TAMPA, FL | Firm change |