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99 Park Avenue 16Th Floor, New York, NY 10016 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-10-01 |
Branch Locations
6900 E Layton Ave Suite 1150, Denver, CO 80237 • United States
99 Park Avenue 16Th Floor, New York, NY 10016 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Denver | CO | 09/2015 | 10/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Lone Tree | CO | 03/2016 | 10/2017 |
| Charles Schwab & Co., Inc. | Lone Tree | CO | 11/2017 | 03/2019 |
| Janiczek Wealth Management | Denver | CO | 04/2019 | 09/2024 |
| Cerity Partners Llc | New York | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-26 |
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