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8 Third Street North, Great Falls, MT 59401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-01 |
| UT | RA | APPROVED | 2025-10-01 |
Branch Locations
95 S State St Suite 1500, Salt Lake City, UT 84111 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc | Salt Lake City | UT | 12/2015 | 08/2021 |
| U.S. Bank | Salt Lake City | UT | 04/2014 | 08/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ogden | UT | 08/2021 | 12/2024 |
| Bank Of America, N.A. | Ogden | UT | 10/2021 | 12/2024 |
| Ameriprise Financial Services, Llc | Clearfield | UT | 04/2025 | Present |
| Unemployed | Syracuse | UT | 12/2024 | 04/2025 |
Outside Employment; Fredrickson and Associates, Inc; Employee ; Manage advisory business; 820 S 2325 W, , Clearfield, UT, 84015; Investment-Related; 04/25/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-29 |
| S65 | Uniform Investment Adviser Law Examination | 1994-01-18 |
| S63 | Uniform Securities Agent State Law Examination | 1989-01-24 |
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