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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-26 |
| ID | RA | APPROVED | 2025-06-09 |
| UT | RA | APPROVED | 2012-09-11 |
Branch Locations
3729 Woodking Dr Ste 1, Idaho Falls, ID 83404-4720 • United States
Sandy, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Salt Lake City | UT | 01/2005 | 03/2020 |
| Tksw Llc | Sandy | UT | 05/2015 | 05/2021 |
| Ameriprise Financial Services, Llc | Sandy | UT | 03/2020 | Present |
Business Ownership; J E Williams LLC; Owner; Manage Ameriprise Business; 8289 S Valencia Cir, , Sandy, UT, 84093; Not Investment-Related; 03/30/2023; 60 hours per month; 60 during trading hours. Outside Employment; HB Operations LLC; Employee, Financial Advisor; Manage advisory business; 900 Pier View Dr, STE 204, Idaho Falls, ID, 83402; Investment-Related; 05/14/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-08 |
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