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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Indian Trail | NC | 06/2008 | 09/2018 |
| Fifth Third Securities | Concord | NC | 05/2011 | 09/2018 |
| Allen Tate | Matthews | NC | 02/2019 | 06/2020 |
| The Chester Agency | Davidson | NC | 08/2020 | 07/2021 |
| Allstate Insurance Co | Davidson | NC | 10/2020 | 07/2021 |
| Unemployed | Mint Hill | NC | 10/2018 | 01/2019 |
| Sa Stone Wealth Management, Inc. | Cornelius | NC | 07/2021 | 09/2022 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 02/2023 | 11/2023 |
| Wells Fargo Bank, Na | Charlotte | NC | 01/2023 | 11/2023 |
| Exp Realty | Mint Hill | NC | 01/2021 | 12/2022 |
| U.S. Bancorp Investments, Inc. | Charlotte | NC | 12/2023 | 02/2026 |
| U.S. Bank | Charlotte | NC | 12/2023 | Present |
| U.S. Bancorp Advisors, Llc | Charlotte | NC | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-03 |
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