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David Vern Call

Ameriprise Financial Services, LLC

Salt Lake City, UT

North Ogden, UT

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
UT RA APPROVED 2021-05-20
  • UT RA
    APPROVED
    Since 2021-05-20

Branch Locations

60 E South Temple St Ste 950, Salt Lake City, UT 84111 • United States

North Ogden, UT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Waddell & Reed, Inc Overland Park KS 08/2012 05/2021
Various Insurance Carriers For W&R Insurance Agencies Uinta UT 08/2012 05/2021
Ameriprise Financial Services, Llc Uinta UT 05/2021 Present
  • 08/2012 → 05/2021
    Waddell & Reed, Inc
    Overland Park, KS
  • 08/2012 → 05/2021
    Various Insurance Carriers For W&R Insurance Agencies
    Uinta, UT
  • 05/2021 → Present
    Ameriprise Financial Services, Llc
    Uinta, UT
Previous Registrations
  • 2012-09-04 → 2021-04-30
    Waddell & Reed
    Bellevue, WA
    Seattle, WA
    Silverdale, WA
    Overland Park, KS
  • 2009-06-01 → 2012-09-26
    Morgan Stanley
    Bellevue, WA
    Bellevue, WA
  • 2000-06-12 → 2009-06-01
    Citigroup Global Markets Inc.
    Bellevue, WA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1992-10-02
S63 Uniform Securities Agent State Law Examination 1988-12-06
  • S65 Uniform Investment Adviser Law Examination
    1992-10-02
  • S63 Uniform Securities Agent State Law Examination
    1988-12-06
Designations

View on SEC IAPD

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BRANDON GREGORY PEARSON
ALLEN RAY MCNEAL
Jason Scot Berryman
Cassidy Diane Kendzior

Other Offices

RUN VENTURES · SALT LAKE CITY, UT
LEP MANAGEMENT LLC · SALT LAKE CITY, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
RAYMOND JAMES & ASSOCIATES, INC. · Salt Lake City, UT
UBS FINANCIAL SERVICES INC. · SALT LAKE CITY, UT
D.A. DAVIDSON & CO. · SALT LAKE CITY, UT
STRATOS WEALTH PARTNERS, LTD · SALT LAKE CITY, UT
LPL FINANCIAL LLC · SALT LAKE CITY, UT

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