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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-25 |
| OR | RA | APPROVED | 2026-02-13 |
Branch Locations
131 E Main St, Medford, OR 97501 • United States
400 Sw Sixth, Grants Pass, OR 97526 • United States
139 E Pine St, Central Point, OR 97502 • United States
30 N Second, Ashland, OR 97520 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Eugene | OR | 07/2015 | 10/2020 |
| Ben Kalina | Medford | OR | 10/2020 | 03/2021 |
| Northwestern Mutual Investment Services Llc | Medford | OR | 10/2020 | 03/2021 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 01/2021 | 03/2021 |
| Key Investment Services | Medford | OR | 03/2021 | 11/2022 |
| U.S. Bancorp Investments, Inc. | Medford | OR | 11/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Medford | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-28 |
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