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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-08-09 |
| KY | RA | APPROVED | 2022-06-17 |
Branch Locations
12700 Townepark Way Ste 100, Louisville, KY 40243 • United States
1000 Monarch St Ste 250, Lexington, KY 40513-1945 • United States
Louisville, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Avantax Investment Services, Inc. | Danville | KY | 04/2017 | 06/2022 |
| Radwan, Brown & Co., Psc | Lexington | KY | 12/2014 | 11/2016 |
| Mcdaniel Wealth Management, Pllc | Danville | KY | 12/2016 | 06/2022 |
| Avantax Advisory Services | Danville | KY | 11/2018 | 06/2022 |
| Avantax Insurance Services, Llc | Danville | KY | 09/2019 | 06/2022 |
| Ameriprise Financial Services, Llc | Louisville | KY | 06/2022 | 11/2023 |
| Ameriprise Financial Services, Llc | Louisville | KY | 11/2023 | Present |
Board of Directors; Associate Board; Associate Board; 529 E. Liberty Street, , Louisville, KY, 40202; Not Investment-Related; 04/08/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-19 |
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