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10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-05 |
| UT | RA | APPROVED | 2025-06-03 |
Branch Locations
7440 S Creek Rd Ste 250, Sandy, UT 84093 • United States
10876 S River Front Pkwy Suite 600, South Jordan, UT 84095 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Sandy | UT | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Sandy | UT | 03/2020 | Present |
| Dfpg Investments, Llc | Sandy | UT | 05/2025 | Present |
| Diversify Advisory Services, Llc | Sandy | UT | 05/2025 | Present |
Business Ownership; Jason L. Collier, Inc; Not using this entity anymore. Keeping active for potential future use.; Managment Company; 9 Sunwood LaneSandy, UT 84092, ,; Not Investment-Related; 01/01/2005; 0 hours per month; 0 during trading hours / TKSW, LLC; null; Management Company; 7440 S. Creek RoadSuite 250Sandy, UT 84093, ,; Not Investment-Related; 01/01/2018; 60 hours per month; 20 to 39 during trading hours / Matt & Jason Properties, LLC; Co-owner; Real Estate; 9 Sunwood Lane, , Sandy, N/A, 84092; Investment-Related; 07/31/2008; 1 to 9 hours per month; 0 during trading hours / WKC Management, LLC; Co-owner; LLC is active, but not currently being used. ; 7440 S. Creek Road #250, ,; Not Investment-Related; 08/19/2015; 0 hours per month; 0 during trading hours / Cottonwood Hills Properties, LLC; Owner; Real Estate; 9 Sunwood Lane, , Sandy, UT, 84092; Not Investment-Related; 10/19/2006; 1 to 9 hours per month; 0 during trading hours / 2010 Properties, LLC; Co-owner; Real Estate; 9 Sunwood lane, , Sandy, UT, 84092; Not Investment-Related; 03/19/2010; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-12 |
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