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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
738 W Fond Du Lac St, Ripon, WI 54971 • United States
2848 New Pinery Rd, Portage, WI 53901 • United States
55 S Main St, Fond Du Lac, WI 54935 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Sevices, Inc. | Rochester | MN | 03/2017 | 06/2018 |
| Bremer Bank | Rochester | MN | 10/2015 | 06/2018 |
| Raymond James Financial Services Advisors Inc. | Rochester | MN | 03/2017 | 06/2018 |
| U.S. Bancorp Investments, Inc. | Fond Du Lac | WI | 07/2018 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Fond Du Lac | WI | 02/2026 | Present |
Paul D. Cote and Jane E. Cote Irrevocable Trust; investment-related; Appleton, WI; Trust and Trustee - Real Estate Holding; Trustee; 9/28/2017; 0 hours/month; 0 hours/trading; trustee for real estate holding, ensure taxes and utilities have been paid.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-17 |
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