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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MS | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED_RES | 2025-09-30 |
| CO | RA | APPROVED | 2025-06-20 |
Branch Locations
7335 E Orchard Rd, Greenwood Village, CO 80111-2582 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Tacoma | WA | 06/2016 | 06/2017 |
| W & R Insurance Agencies | Kent | WA | 11/2016 | 06/2017 |
| Orion And The Fairy Llc | Kent | WA | 10/2016 | 03/2018 |
| Key Investment Services | Littleton | CO | 03/2019 | 11/2021 |
| Unemployed | Littleton | CO | 03/2018 | 03/2019 |
| Fidelity | Greenwood Village | CO | 11/2021 | 01/2023 |
| Jane'S Crescendo Llc | Littleton | CO | 12/2020 | 12/2022 |
| Edward Jones | St Louis | MO | 02/2023 | 06/2025 |
| Ameriprise Financial Services, Llc | Englewood | CO | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2020-09-21 |
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