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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-12-17 |
| CT | RA | APPROVED | 2023-07-13 |
| TX | RA | APPROVED | 2016-10-24 |
Branch Locations
1669 East 1400 South Suite 100, Clearfield, UT 84015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Guardian Life Insurance Company | Magnolia | TX | 12/2015 | 09/2016 |
| Park Avenue Securities Llc | Magnolia | TX | 12/2015 | 09/2016 |
| Ameriprise Financial Services, Inc. | Houston | TX | 09/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Middlebury | CT | 03/2020 | Present |
Independent Insurance Brokering; Savings Bank Life of Mass; 12/04/2015; / Guardian Life Insurance Co; 07/01/2015; . Business Ownership; Balance Approach, LLC; Owner; Consulting; 10870 N MARBLE MNR, , HIGHLAND, UT, 84003; Not Investment-Related; 03/11/2026; 60 hours per month; 60 during trading hours. Outside Employment; Honey Badger Management; Co-owner; Manage advisory business; 835 Straits Tpke , Suite A, Middlebury, CT, 06762; Investment-Related; 06/01/2023; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Author - The Better Entrepreneur; I plan to author and publish a book for the general public entitled "The Better Entrepreneur".; 10870 n marble manor, , Highland, UT, 84003; Not Investment-Related; 09/02/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-27 |
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