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600 Portland Avenue South, Minneapolis, MN 55415 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-16 |
| MN | RA | APPROVED | 2017-06-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Saint Paul | MN | 10/2014 | 01/2017 |
| Various Insurance Carriers For W&R Insurance Agencies | Roseville | MN | 10/2014 | 01/2017 |
| Wong & Associates | Roseville | MN | 01/2017 | 06/2017 |
| Thrivent Investment Management Inc | Minneapolis | MN | 06/2017 | Present |
| Thrivent Financial | Appleton | WI | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-25 |
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