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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
1001 W Hwy 96, Shoreview, MN 55126 • United States
3928 Silver Lake Rd, Saint Anthony, MN 55421 • United States
8200 Coral Sea St Ne, Mounds View, MN 55112 • United States
7620 10Th St N, Saint Paul, MN 55128 • United States
13501 80Th Circle N, Maple Grove, MN 55369 • United States
8575 Valley Creek Rd, Woodbury, MN 55125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Paul | MN | 12/2019 | 07/2021 |
| Lake Street Capital Markets | Minneapolis | MN | 03/2013 | 12/2016 |
| Aon | Minneapolis | MN | 01/2017 | 12/2019 |
| Bank Of America, N.A. | Saint Paul | MN | 01/2020 | 07/2021 |
| U.S. Bancorp Investments, Inc. | Woodbury | MN | 07/2021 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Woodbury | MN | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-14 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-25 |
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