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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-02-13 |
Branch Locations
6795 S Agilysys Way, Las Vegas, NV 89113 • 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 |
|---|---|---|---|---|
| Ameriprise | Henderson | NV | 06/1997 | 10/2016 |
| Facet Wealth | Baltimore | MD | 04/2021 | 05/2021 |
| Tiaa | Las Vegas | NV | 08/2017 | 11/2020 |
| Na | Henderson | NV | 10/2016 | 08/2017 |
| Na | Las Vegas | NV | 11/2020 | 04/2021 |
| Cwm, Llc | Omaha | NE | 11/2021 | 11/2021 |
| Diamond Wealth Management | Las Vegas | NV | 11/2021 | 11/2021 |
| Na | Las Vegas | NV | 05/2021 | 10/2021 |
| U.S. Bank | Las Vegas | NV | 12/2021 | Present |
| U.S. Bancorp Investments, Inc. | Las Vegas | NV | 03/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Las Vegas | NV | 02/2026 | Present |
(1) Southern Nevada Public Television Board of Directors; Non Investment-related; Las Vegas, NV; Board Member, Chair; 09/2022; 2 hour/ month; 0 hours/ trading; Advise on recruiting volunteers for pledge drives, conducting special fund-raising events, providing information to policy makers, applying for grants, assisting with business operations of online adult education, and managing endowment funds for public television; conduct meetings and prepare agendas. (2) Rotary Club of Las Vegas; Not investment-related; Las Vegas, NV; Board Member; 7/1/2026; 1 hours/month; 0 hours/trading; Fundraising, organizing and outreach. (3) Silverado Canyon Community Association Board of Directors; Not Investment-Related; Las Vegas, NV; Homeowner's Association; Board Member; Board Member; 9/2024; 1 hour/month; 0 hours/trading; Participate in bi-monthly board meetings held after work hours. (4) Rental Property; Investment-related; Las Vegas, NV; Rental Property; Landlord; Owner; 9/2024; 1 hour/month; 0 hours/trading; Manage rental property. (5) Kinsella Angels Foundation; Not investment-related; Las Vegas, NV; Non-profit; Board Member; 2/1/2026; 1 hours/month; 0 hours/trading; Fundraising and public awareness.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-16 |
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