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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-12-22 |
| UT | RA | APPROVED | 2007-10-03 |
Branch Locations
8915 S 700 E Ste 104, Sandy, UT 84070 • United States
1300 N 200 E Ste 109, Logan, UT 84341-2398 • United States
Bluffdale, UT • United States
Bluffdale, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Murray | UT | 09/2006 | 03/2020 |
| Ameriprise Financial Services, Llc | Sandy | UT | 03/2020 | Present |
Business Ownership; Elevate Management, LLC; ; LLC structured to manage payroll and office expenses; 8915 S 700 E, Ste 104 Sandy, UT 84070, ,; Not Investment-Related; 01/06/2017; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Elevate Management, LLC; Co-owner; Manage advisory business; 8915 South 700 East, Ste 104, , Sandy, UT, 84070; Investment-Related; 01/01/2017; 20 to 39 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-24 |
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