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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
2845 Linden Ct, Loveland, CO 80538 • United States
4949 Larimer Pkwy, Johnstown, CO 80534 • United States
3690 W 10Th St, Greeley, CO 80634 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuso Financial Services, Lp | San Diego | CA | 06/2009 | 08/2017 |
| Public Services Credit Union | Fort Collins | CO | 06/2009 | 08/2017 |
| Cuso Financial/Pscu | Fort Collins | CO | 03/2009 | 08/2017 |
| Cuna Mutual | Fort Collins | CO | 09/2017 | 07/2018 |
| Secure Advisory Group, Llc | Greeley | CO | 03/2019 | 08/2023 |
| Tcc Dairy Services | Windsor | CO | 07/2017 | 03/2019 |
| U.S. Bancorp Investments, Inc. | Loveland | CO | 08/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Loveland | CO | 02/2026 | Present |
(1)EGH Investments; Investment-related; Greeley, CO; Long term rental property; Owner-landlord; 12/2015; 5 Hours/Month; 0 Hours/Trading; Owner operate as a rental. Find renters, deal w/house issue as or if arise. (2) Chilson Recreation Center (Health Club); Not investment-related; Loveland, CO; Fitness and health center; Group fitness class instructor; 3/2025; 4-6 hours/month; 0 hours/trading; Leading group fitness classes in instructing exercises program. (3) Amazon/Kindle Direct Publishing; Not investment-related; Loveland, Co; Book publishing sales; Author; 6 hours/month; 0 hours/trading; Publishing fitness books; author
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-15 |
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