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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-03-24 |
Branch Locations
4655 Executive Dr Ste 300, San Diego, CA 92121-3106 • United States
4655 Executive Dr Ste 300, San Diego, CA 92121-3123 • United States
41923 2Nd St Ste 403, Temecula, CA 92590 • United States
44 Montgomery St Ste 3100, San Francisco, CA 94104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Shawnee Mission | KS | 06/2010 | 09/2018 |
| Ivy Distributors, Inc | Shawnee Mission | KS | 09/2011 | 09/2018 |
| The Quantum | Scottsdale | AZ | 09/2018 | 07/2019 |
| Waddell & Reed, Inc | Peoria | AZ | 07/2019 | 03/2021 |
| Ameriprise Financial Services, Llc | San Diego | CA | 03/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2016-07-15 |
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