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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2020-03-09 |
| TX | RA | APPROVED | 2020-03-06 |
Branch Locations
978 Chambers St Ste 1, Ogden, UT 84403-4862 • United States
Layton, UT • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | South Ogden | UT | 11/2013 | 03/2020 |
| Ameriprise Financial Services, Inc | Ogden | UT | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Ogden | UT | 03/2020 | Present |
Real Estate Ownership; Single Family; 4210 W 1975 N, , Plain City, UT, 84404; Investment-Related; 03/01/2018 / Lot/Land; Hwy 93, , Beryl, UT, 84714; Investment-Related; 01/01/1979 / Lot/Land; I 15, , Tremonton, UT, 84337; Investment-Related; 05/01/2006. Business Ownership; CW Getaway, INC.; President, oversee operations; Consulting; 968 Chambers Ste 3, , Ogden, UT, 84403; Investment-Related; 03/10/2020; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; CW Getaway; Co-owner; Manage advisory business; 978 Chambers , Ste 1, Ogden, UT, 84403; Investment-Related; 03/01/2020; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1982-04-26 |
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