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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-02 |
| KY | RA | APPROVED | 2019-05-15 |
Branch Locations
Brandenburg, KY • United States
408 Blankenbaker Pkwy Suite 100, Louisville, KY 40243-1896 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Louisville | KY | 09/2004 | 02/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Taylorsville | KY | 04/2005 | 02/2017 |
| Us Bank | Louisville | KY | 02/2017 | 05/2019 |
| U.S. Bancorp Investments, Inc. | Louisville | KY | 02/2017 | 05/2019 |
| Ameriprise Financial Services, Inc | Louisville | KY | 05/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Louisville | KY | 03/2020 | Present |
Real Estate Ownership; Single Family; 2726 Hollywood Ter Apt. 123, , Louisville , KY, 40206; Investment-Related; 10/31/2025. Outside Employment; Heick, Hester Smith & Associates, LLC; Financial Advisor - Financial Advisor; ; 408 Blankenbaker Parkway, , Louisville, KY, 40243-1806; Investment-Related; 09/11/2019; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-04-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-12 |
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