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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-12-03 |
Branch Locations
Saratoga Springs, UT • United States
7730 Union Park Ave Ste 300, Midvale, UT 84047 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keeler Thomas | Orem | UT | 11/2014 | 10/2023 |
| Sagepoint Financial | Orem | UT | 12/2014 | 10/2023 |
| Keeler Thomas Management Llc | Orem | UT | 05/2018 | 10/2023 |
| Osaic Wealth, Inc. | Orem | UT | 09/2023 | 10/2023 |
| Ameriprise Financial Services, Llc | Midvale | UT | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Midvale | UT | 12/2023 | 06/2024 |
| Ameriprise Financial Services, Llc | Midvale | UT | 11/2025 | Present |
| Fyzical Therapy & Balance Centers | Spanish Fork | UT | 07/2024 | 11/2025 |
Other Business Activities; Odan LLC; This business is a franchise for a physical therapy clinic called Fyzical. I will be a silent partner and my brother is going to manage it. It is a new business and will start growing in the near future. My share will be 40% in the business.; 2086 N Elderberry Dr, , Saratoga Springs, UT, 84045; Not Investment-Related; 02/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-26 |
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