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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 | 2024-03-15 |
Branch Locations
800 Nicollet Mall, Minneapolis, MN 55402 • United States
Blaine, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sagepoint Financial | Forest Lake | MN | 03/2014 | 09/2018 |
| U.S. Bank | Minneapolis | MN | 09/2018 | Present |
| U.S. Bancorp Investments, Inc. | Minneapolis | MN | 10/2018 | Present |
| U.S. Bancorp Advisors, Llc | Minneapolis | MN | 03/2024 | Present |
Five Star Financial Resources; not investment-related; Forest Lake, MN; life insurance; no position; 3/2014; 0 hours/month; 0 hours/trading; no duties: receiving commission residuals until residuals stop.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-30 |
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