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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-26 |
| UT | RA | APPROVED | 2024-06-14 |
Branch Locations
1669 East 1400 South Suite 100, Clearfield, UT 84015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Clearfield | UT | 01/2024 | Present |
| Pwc | Salt Lake City | UT | 07/2017 | 01/2024 |
| Brigham Young University | Provo | UT | 01/2013 | 04/2017 |
Business Ownership; LMSW LLC; Owner; Manage Ameriprise Business; 888 N Grand View Drive, , Morgan, UT, 84050; Not Investment-Related; 12/06/2024; 60 hours per month; 60 during trading hours. Outside Employment; LMSW LLC; Owner; Manage advisory business; 888 N Grand View Drive, , Morgan, UT, 84050; Not Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-11 |
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