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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-13 |
Branch Locations
320 Seven Springs Way, Brentwood, TN 37027 • United States
60 Livingston Ave, Saint Paul, MN 55107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 10/1999 | 08/2023 |
| Bank Of America, N.A. | Dallas | TX | 10/2015 | 08/2023 |
| U.S. Bank | Brentwood | TN | 08/2023 | Present |
| U.S. Bancorp Investments, Inc. | Nashville | TN | 10/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Brentwood | TN | 02/2026 | Present |
Habitat for Humanity of Greater Nashville; Not investment-related; Nashville, TN; Non-profit organization; Board Member; 1/1/2026; 2 hours/month; 0 hours/trading; Attend board meetings and strategic advisor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-29 |
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