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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-13 |
| UT | RA | APPROVED | 2020-01-21 |
Branch Locations
7730 Union Park Ave Ste 300, Midvale, UT 84047 • United States
West Haven, UT • 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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Salt Lake City | UT | 03/2014 | 12/2019 |
| Wells Fargo Clearing Services, Llc | Salt Lake City | UT | 06/2018 | 12/2019 |
| Ameriprise Financial Services, Inc. | Midvale | UT | 12/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Midvale | UT | 03/2020 | Present |
Board of Directors; Salt Point Vista Homeowner's Association; Member of the Board of Trustees; 3922 S 2950 W, , West Haven, UT, 84401; Not Investment-Related; 09/01/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2018-08-30 |
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