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Fuquay-Varina, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-04-28 |
Branch Locations
Fuquay-Varina, NC • United States
Ferndale, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Lynnwood | WA | 12/2005 | 04/2018 |
| Various Insurance Carriers For W & R Insurance Agencies | Ferndale | WA | 12/2005 | 02/2019 |
| Td Ameritrade | Bellingham | WA | 08/2018 | 02/2019 |
| Zeiders Enterprises | Croughtom | 04/2018 | 08/2018 | |
| Waddell & Reed | Bellingham | WA | 12/2005 | 04/2018 |
| Waddell & Reed, Inc | Ferndale | WA | 02/2019 | 07/2021 |
| Lpl Financial Llc | Ferndale | WA | 07/2021 | 07/2022 |
| U.S. Bancorp Investments, Inc. | Bellingham | WA | 07/2022 | 10/2023 |
| Magellan Federal | Arlington | VA | 10/2023 | 04/2026 |
| Planvision, Llc | Fuquay-Varina, Nc | NC | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-09 |
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