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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-19 |
| WI | RA | APPROVED | 2021-02-19 |
Branch Locations
725 Heartland Trl Ste 200, Madison, WI 53717 • United States
Madison, WI • United States
1818 Parmenter St., Ste. 300, Middleton, WI 53562-3170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Madison | WI | 06/2012 | 02/2021 |
| Various Insurance Agencies | Madison | WI | 06/2012 | 09/2024 |
| Jwh Group Llc | Madison | WI | 09/2018 | 04/2025 |
| Ameriprise Financial Services Llc | Madison | WI | 02/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-11 |
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