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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2022-11-23 |
Branch Locations
869 W Baxter Dr, South Jordan, UT 84095 • United States
7450 Sw Beveland St Ste 100, Portland, OR 97223-8678 • United States
9665 Sw Allen Blvd Ste 115, Beaverton, OR 97005-4809 • United States
Saratoga Springs, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Salt Lake City | UT | 08/2021 | Present |
| Paychex | Provo | UT | 06/2017 | 08/2021 |
| Equinox It Services | Orem | UT | 03/2014 | 06/2017 |
Other Business Activities; Writing non-financial fiction; Occasional "hobby writing" for competitions and profit; 1794 W Eaglewood Dr, N201, Saratoga Springs, UT, 84045; Not Investment-Related; 03/01/2025; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-19 |
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