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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-13 |
| OH | RA | APPROVED | 2026-02-13 |
Branch Locations
3424 Edwards Rd, Cincinnati, OH 45208 • United States
4525 Montgomery Rd, Cincinnati, OH 45212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Cincinnati | OH | 07/2015 | 10/2019 |
| Tiaa-Cref Individual & Institutional Services, Llc | Cincinnati | OH | 07/2015 | 10/2019 |
| Wesbanco Securities, Inc. | Cincinnati | OH | 10/2019 | 04/2023 |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 04/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Cincinnati | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2011-09-09 |
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