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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
100 E Jackson St, Centerville, IA 52544 • United States
301 E Washington St, Mount Pleasant, IA 52641 • United States
174 N Willard St, Ottumwa, IA 52501 • United States
808 S Roosevelt, Burlington, IA 52601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Mount Pleasant | IA | 12/2001 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Mount Pleasant | IA | 02/2026 | Present |
Jeffrey & Michelle Wick; Investment Related; Naples, FL; Rental Property; Owner; 12/2019; 0 Hrs/Mth; 0 Hrs/Trading; Joint owner in husband's business.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-23 |
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