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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-26 |
| NE | RA | APPROVED | 2017-09-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Columbus | NE | 06/2004 | 09/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Columbus | NE | 11/2004 | Present |
| Irby Discovery, Llc. | Columbus | NE | 08/2011 | Present |
| Columbus Community Hospital Foundation | Columbus | NE | 05/2014 | 05/2023 |
| Commonwealth Financial Netwok | San Diego | CA | 09/2017 | Present |
1. Sole owner, Irby Discovery LLC, an entity created to facilitate securities, advisory and insurance business, as of 07/20/2017; approximately 0% time spent during securities trading hours per month; conducted at branch location; investment related. 2. Fixed insurance sales, as of 07/20/2017; approximately 5% time spent during securities trading hours per month; conducted at branch location; investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-30 |
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