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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-01 |
| UT | RA | APPROVED | 2024-04-22 |
Branch Locations
7730 Union Park Ave Ste 300, Midvale, UT 84047 • United States
Holladay, UT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services | Midvale | UT | 01/2024 | 01/2024 |
| Menlo Security | Mountain View | CA | 02/2022 | 01/2024 |
| Proofpoint | Draper | UT | 01/2018 | 02/2022 |
| Patriot Rentals | Salt Lake City | UT | 05/2019 | 02/2022 |
| Domo | American Fork | UT | 05/2015 | 01/2018 |
| Ameriprise Financial Services, Llc | Midvale | UT | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Midvale | UT | 01/2024 | Present |
Outside Employment; Menlo Security; Employee; Technology Sales Vendor; 800 W El Camino Real Ste 250, , Mountain View, CA, 94040; Not Investment-Related; 02/28/2022; 60 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-20 |
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