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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2007-03-14 |
Branch Locations
8915 S 700 E Ste 104, Sandy, UT 84070 • United States
Bluffdale, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Sandy | UT | 11/2006 | 03/2020 |
| Ameriprise Financial Services, Llc | Sandy | UT | 03/2020 | Present |
Business Ownership; Elevate Management LLC; Co-owner; Manage Ameriprise Business; 8915 S 700 E Ste 104, , Sandy, UT, 84070; Investment-Related; 01/06/2017; 40 to 59 hours per month; 40 to 59 during trading hours. Outside Employment; Elevate Management LLC; Owner; Manage advisory business; 8915 S 700 E Ste 104, , Sandy, UT, 84070; Investment-Related; 01/01/2017; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; Genworth Life and Annuity - Approved Third Party Servicing of Policies; Servicing of policies already issued through Genworth Life and Genworth Life and Annuity Insurance Companies.; 8915 S 700 E Ste 104, ,; ; 06/15/2017; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-13 |
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