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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Omaha | NE | 08/2009 | 10/2023 |
| Wells Fargo Advisors, Llc | Omaha | NE | 09/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 10/2023 |
| U.S. Bank | Omaha | NE | 10/2023 | Present |
| U.S. Bancorp Investments, Inc. | Omaha | NE | 10/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Omaha | NE | 02/2026 | Present |
Shadow Glen HOA, Not Investment- Related, Omaha, NE 68144; Home Owners Association; President; 02/21/2024; 1 Hours per month; 0/trading hours; Will run the HOA meetings addressing any home owner concers or home improvements they wish to do.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-05-02 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-11 |
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