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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-11 |
| UT | RA | APPROVED | 2022-04-07 |
Branch Locations
55 W University Pkwy Ste 69, Orem, UT 84058 • United States
7440 S Creek Rd Ste 200, Sandy, UT 84093 • United States
Herriman, 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 |
|---|---|---|---|---|
| E*Trade Securities Llc | Sandy | UT | 04/2017 | 10/2017 |
| Randstad Consulting | Sandy | UT | 01/2016 | 09/2016 |
| Tsr Counsulting | Sandy | UT | 11/2016 | 04/2017 |
| Wells Fargo Clearing Services | Salt Lake City | UT | 03/2018 | 01/2019 |
| Wells Fargo Bank | Salt Lake City | UT | 03/2018 | 01/2019 |
| England Logistics | West Valley City | UT | 12/2017 | 02/2018 |
| Everspire (A Dba Of Aegis Wealth Group) | Midvale | UT | 01/2019 | 04/2022 |
| M. H. Leblang, Inc. | Midvale | UT | 01/2019 | 04/2022 |
| Ameriprise Financial Services, Llc | Sandy | UT | 04/2022 | Present |
Business Ownership; Creek Road LLC; I am member of existing LLC formed with sole purpose of splitting office costs among other advisors in office; LLC formed years ago for this same purpose, if an advisor leaves and no longer member of LLC, a new member can be added to LLC.; 7440 S. Creek Rd Suite 200, , Sandy, UT, 84093; Not Investment-Related; 06/01/2022; 0 hours per month; 0 during trading hours / MYRIAD MAX INC; Owner; Manage Ameriprise Business; 7440 S. Creek Rd # 200, , Sandy, UT, 84093; Not Investment-Related; 02/04/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-15 |
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