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2850 Golf Road, Rolling Meadows, IL 60008 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-01-23 |
Branch Locations
12750 Merit Drive Suite 1000, Dallas, TX 75251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Madison | WI | 12/2019 | 02/2021 |
| Jason Hatch | Madison | WI | 12/2019 | 02/2021 |
| Mark L Wood | Madison | WI | 12/2019 | 02/2021 |
| Frank P Janowitsch | Madison | WI | 12/2019 | 02/2021 |
| Unemployed | Madison | WI | 08/2016 | 03/2017 |
| Waddell & Reed Inc | Madison | WI | 03/2017 | 08/2017 |
| Waddell & Reed Inc | Madison | WI | 08/2017 | 09/2018 |
| Waddell & Reed Inc | Madison | WI | 09/2018 | 12/2019 |
| Matthew Hughey | Madison | WI | 10/2020 | 02/2021 |
| Jwh Group Llc | Madison | WI | 09/2020 | 02/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Oregon | WI | 10/2020 | 02/2021 |
| Ameriprise Financial Services, Llc | Madison | WI | 02/2021 | 01/2024 |
| Fidelity Investments | Middleton | WI | 01/2024 | 01/2025 |
| Osaic Wealth | Scottsdale | AZ | 01/2025 | Present |
| Gallagher Fiduciary Advisors, Llc | Dallas | TX | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-11 |
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