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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-26 |
| UT | RA | APPROVED | 2024-10-28 |
Branch Locations
60 E South Temple St Ste 950, Salt Lake City, UT 84111-1004 • United States
Herriman, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Milwaukie | OR | 04/2012 | 10/2018 |
| Wells Fargo Advisors Llc | Milwaukie | OR | 07/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Milwaukie | OR | 11/2016 | 10/2018 |
| Keybank | Portland | OR | 10/2018 | 12/2020 |
| Key Investment Services | Portland | OR | 11/2018 | 12/2020 |
| Key Investment Services | Portland | OR | 12/2020 | 10/2024 |
| Ameriprise Financial Services, Llc | Midvale | UT | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-11-10 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-23 |
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