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8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-17 |
| UT | RA | APPROVED | 2025-11-13 |
Branch Locations
Circleville, UT • United States
8888 E. Raintree Drive Suite 110, Scottsdale, AZ 85260 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Cedar City | UT | 06/2022 | 06/2023 |
| Precise Tax & Accounting | Cedar City | UT | 08/2021 | 05/2024 |
| Biocomponents | Cedar City | UT | 01/2021 | 07/2021 |
| Rubys Inn Steakhouse | Bryce Canyon City | UT | 05/2014 | 06/2018 |
| Church Of Jesus Christ Of Latter Day Saints | Santiago | 07/2018 | 03/2020 | |
| Rustlers Restaurant | Tropic | UT | 03/2020 | 12/2020 |
| Geneos Wealth Management Inc | Cedar City | UT | 06/2023 | 03/2024 |
| Advanced Financial Planning Llc | Cedar City | UT | 06/2023 | 03/2024 |
| Ameriprise Financial Services, Llc | Bismarck | ND | 05/2024 | 09/2025 |
| Dew Wealth Management | Scottsdale | AZ | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-31 |
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