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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-04-12 |
Branch Locations
1882 W. Pleasant Grove Blvd Ste E, Pleasant Grove, UT 84062 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Las Vegas | NV | 08/2020 | 02/2023 |
| The Church Of Jesus Christ Of Latter Day Saints | Goiania | 08/2014 | 10/2016 | |
| Dixie Regional Medical Center | St. George | UT | 10/2016 | 07/2017 |
| Utah Valley Hospital | Provo | UT | 08/2017 | 05/2018 |
| Alder | Orem | UT | 05/2018 | 05/2019 |
| Rise Pest Control | Provo | UT | 05/2019 | 10/2019 |
| Provo Crossfit | Provo | UT | 08/2019 | 08/2020 |
| Fedex | Orem | UT | 01/2020 | 08/2020 |
| Charles Schwab & Co, Inc | Pleasant Grove | UT | 02/2023 | Present |
1) Sole Proprietor | Investment Related:No|Real Estate (Non-Agent/Broker)|Owner|2/13/2023|Less than 20|0|Own the business, make decisions on rental property owned.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-18 |
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