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1609 West Main St, Russellville, AR 72801 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2025-04-28 |
| OR | RA | APPROVED | 2025-03-27 |
| NC | RA | APPROVED | 2023-02-15 |
| TX | RA | APPROVED | 2022-12-09 |
| AZ | RA | APPROVED | 2022-09-15 |
| AR | RA | APPROVED | 2022-05-13 |
| IA | RA | APPROVED | 2021-09-01 |
| NE | RA | APPROVED | 2020-09-25 |
| OH | RA | APPROVED | 2020-08-27 |
| CA | RA | APPROVED | 2018-08-03 |
| CO | RA | APPROVED | 2018-08-03 |
| IL | RA | APPROVED | 2016-11-21 |
Branch Locations
Centennial, CO • United States
1609 West Main St., Russellville, AR 72801 • UNITED STATES
1609 West Main St, Russellville, AR 72801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Denver | CO | 03/2013 | 11/2016 |
| Various Insurance Carriers For W&R Insurance Agencies | Centennial | CO | 03/2013 | 11/2016 |
| College For Financial Planning | Centennial | CO | 06/2014 | Present |
| Success By Design, Llc | Centennial | CO | 08/2005 | Present |
6/2014-PRESENT, DEAN at the COLLEGE FOR FINANCIAL PLANNING, CENTENNIAL, CO, INVEST-RELATED: N, EDUCATION, ASSOCIATE PROFESSOR, 80 HRS/MO, 0 SEC. 08/2005-PRESENT, SUCCESS BY DESIGN LLC, CENTENNIAL, CO, NOT INVESTMENT RELATED, TAXES, KEEP TRACK OF TAXES AND EXPENSES, 4HRS/MO, 0HRS/DAY DURING SEC TRADING HRS, President
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-08-25 |
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