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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| MT | RA | APPROVED | 2016-11-21 |
Branch Locations
21 3Rd St North Suite 5C, Great Falls, MT 59401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Great Falls | MT | 09/1985 | 11/2016 |
| Various Insurance Carriers For W & R Insurance Agencies | Great Falls | MT | 12/1985 | Present |
| Windy Bench Inc. | Great Falls | MT | 10/2007 | Present |
| Commonwealth Financial Network | San Diego | CA | 11/2016 | Present |
1. Owner of Guide Star Financial, Inc., as of 11/18/2016, 5% of time spent during business hours, entity created to facilitate securities, advisory, and insurance businesses. Investment related, conducted from branch location 2. Fixed insurance sales, as of 11/18/2016, 5% of time spent during business hours, Investment related, conducted from branch location. 3. Owner and president of Windy Bench, Inc., cattle ranch that is leased out, as of 10/01/2007, 2% of time spent during business hours, Not investment related, not conducted from branch location. 4. Owner, GSF Holdings, LLC, an entity created for the purpose of buying and managing commercial real estate, as of 05/05/2022; 1% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-02 |
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