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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-22 |
| VA | RA | APPROVED | 2024-04-22 |
Branch Locations
8251 Greensboro Dr Ste 310, Mc Lean, VA 22102 • United States
Mc Lean, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Vienna | VA | 09/2013 | 07/2021 |
| Various Insurance Carriers For W&R Insurance Agencies | Vienna | VA | 09/2013 | 07/2021 |
| Thomas Acupuncture Inc | Vienna | VA | 01/2014 | 04/2024 |
| Sense Of Place Cafe | Arlington | VA | 08/2017 | 11/2022 |
| Seo Group Llc | Vienna | VA | 06/2018 | 10/2018 |
| Holistic Viewpoint Inc. | Vienna | VA | 01/2021 | 04/2024 |
| Lpl Financial, Llc | Vienna | VA | 07/2021 | 04/2024 |
| Ameriprise Financial Services Llc | Mc Lean | VA | 04/2024 | Present |
Outside Employment; Holistic Viewpoint Inc; My husband owns the business. I help him with employee hiring, handbook, payroll.; Retail; 1595 Spring Hill Rd Ste 330, , Vienna, VA, 22182; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 0 during trading hours / Thomas Acupuncture Inc; My husband owns this acupuncture practice. I just help him with employee hiring, payroll and handbook etc.; Acupuncture clinic that my husband owns; 1595 Spring Hill Rd Ste 330, , Vienna, VA, 22182; Not Investment-Related; 01/01/2014; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-18 |
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