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1295 State Street, Springfield, MA 01111-0001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-03-20 |
| OH | RA | APPROVED | 2023-02-24 |
Branch Locations
6525 W Campus Oval Suite 200, New Albany, OH 43054 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Overland Park | KS | 02/2004 | 04/2021 |
| Ivy Funds Distributor, Inc. | Overland Park | KS | 02/2004 | 04/2021 |
| Lpl Financial, Llc | San Diego | CA | 06/2021 | 01/2023 |
| Massmutual Life Insurance Co | New Albany | OH | 02/2023 | Present |
| Mml Investors Services, Llc | New Albany | OH | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-05-26 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-14 |
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