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433 Main Street, Green Bay, WI 54301-5114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-03-07 |
Branch Locations
80 S 8Th St, Suite 214, Minneapolis, MN 55402 • United States
200 N. Adams Street, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Elk River | MN | 11/2004 | 09/2025 |
| U.S. Bank | Elk River | MN | 03/2013 | 09/2025 |
| Associated Bank | Minneapolis | MN | 09/2025 | Present |
| Associated Investment Services, Inc. | Green Bay | WI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 1998-11-02 |
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