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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2013-06-26 |
| UT | RA | APPROVED | 2009-02-03 |
Branch Locations
7440 S Creek Rd Ste 200, Sandy, UT 84093 • United States
Sandy, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 10/1982 | 03/2020 |
| Ameriprise Financial Services, Llc | Sandy | UT | 03/2020 | Present |
Board of Directors; Saint Thomas More Catholic Church; Finance Committee Member; 3015 E Creek Rd Sandy, UT 84093, ,; ; 05/22/2013; 10 to 19 hours per month; 0 during trading hours / Knights of Columbus Council 11479 Borad of Directors; Grand Knight for Council 11479 of the Knights of Columbus; 3015 E Creek Rd, , Cottonwood Heights, UT, 84093; Not Investment-Related; 03/12/2026; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; Alta Management Group LLC; Employee; Manage advisory business; 7440 S Creek Rd, STE 200, , Sandy, UT, 84093; Investment-Related; 03/25/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 1982-11-16 |
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