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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED_RES | 2024-09-26 |
| UT | RA | APPROVED | 2023-09-01 |
Branch Locations
5640 Wasatch Drive Suite C, Ogden, UT 84403 • United States
Pleasant View, UT • United States
5920 E. Main St Suite A, Farmington, NM 87402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Boulder | CO | 04/2016 | 07/2019 |
| Morgan Stanley | Boulder | CO | 07/2019 | 02/2020 |
| Empower Retirement | Greenwood Village | CO | 02/2020 | 05/2021 |
| Beauty Counter | Santa Monica | CA | 04/2019 | 01/2021 |
| Trolan Llc | Lander | WY | 05/2021 | 06/2021 |
| Unemployed | Ogden | UT | 06/2021 | 10/2021 |
| Massmutual Life Insurance Company | Ogden | UT | 10/2021 | 03/2023 |
| Mml Investors Services, Llc | Ogden | UT | 11/2021 | 03/2023 |
| Sagepoint Financial, Inc. | Pleasant View | UT | 03/2023 | 09/2023 |
| Osaic Wealth, Inc. | Pleasant View | UT | 09/2023 | Present |
1.IRONBRIDGE WEALTH COUNSEL, LLC POSITION: Private Wealth Advisor NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 03/31/2023 ADDRESS: 5920 E Main Street, Suite A, Farmington NM 84401 DESCRIPTION: Offers holistic financial planning, life insurance, long-term care insurance, and disability insurance. Marketing name for securities and insurance business. 2. KETENBRINK EDUCATION FOUNDATION POSITION: Director NATURE: Non-Profit Corporation INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 11/03/2025 ADDRESS: 35570 County Road 13, Elizabeth CO 80107, United States DESCRIPTION: Assist in improving the quality of metal building construction and the training available in the metal building industry; help metal building construction workers or aspiring workers acquire necessary job skills and understanding of metal building construction standards; improve overall technical and practical training available to metal building workers. The Board of Directors will manage the non-profit corporation's property and business affairs. The Board of Directors must act consistently with federal and state law, the Articles of Incorporation and the By-Laws.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-15 |
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