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Advisor at GRADIENT WEALTH MANAGEMENT
ARDEN HILLS, MN | Orlando, 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 | Oct 14, 2025 | n/a | yes | ARDEN HILLS, MN|ARDEN HILLS, MN|Orlando, FL | Current employment |
| STRATEGIC ADVISERS LLC | National bd RIA | Mar 31, 2025 | Sep 18, 2025 | no | ORLANDO, FL|BOSTON, MA | Previous registration |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | Former SEC adviser | Dec 16, 2021 | Mar 31, 2025 | no | ORLANDO, FL | Previous registration |
| TRUIST ADVISORY SERVICES, INC. | Bd affiliated wealth | Aug 22, 2016 | Jun 30, 2021 | no | ORLANDO, FL|ORLANDO, FL | Previous registration |
| SUNTRUST INVESTMENT SERVICES, INC. | Former SEC adviser | Jun 16, 2016 | Dec 31, 2016 | no | ORLANDO, FL|ORLANDO, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| STRATEGIC ADVISERS LLC | GRADIENT WEALTH MANAGEMENT | Sep 18, 2025 | Oct 14, 2025 | 26 | Firm change | Ibd to ibd |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | STRATEGIC ADVISERS LLC | Mar 31, 2025 | Mar 31, 2025 | 0 | Bulk transfer | Ibd to ibd |
| TRUIST ADVISORY SERVICES, INC. | FIDELITY PERSONAL AND WORKPLACE ADVISORS | Jun 30, 2021 | Dec 16, 2021 | 169 | Firm change | Ibd to ibd |
| SUNTRUST INVESTMENT SERVICES, INC. | TRUIST ADVISORY SERVICES, INC. | Dec 31, 2016 | Aug 22, 2016 | -131 | Bulk transfer | Other |