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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-13 |
Branch Locations
901 W James M Campbell Blvd, Columbia, TN 38401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Franklin | TN | 10/2009 | 08/2017 |
| City National Bank | Nashville | TN | 05/2018 | 03/2020 |
| Unemployed | Columbia | TN | 08/2017 | 05/2018 |
| U.S. Bancorp Investments, Inc. | Columbia | TN | 03/2020 | 02/2026 |
| U.S. Bank | Columbia | TN | 03/2020 | Present |
| U.S. Bancorp Advisors, Llc | Columbia | TN | 02/2026 | Present |
1.) B.C. AC. Ventures Inc.; Not Investment-related; Columbia, TN; Baskin Robbins/Ice Cream Parlor; Secretary for tax planning; 01/2013; 0 hours/month; 0 hours/trading; None/Husband runs day to day. 2.) ABC Renovations, LLC; Not Investment-related; Culleoka, TN; Construction/Remodeling; Partner, LLC; 03/2018; 0 hours/month; 0 hours/trading; None, husbands day to day job. 3.) Plainview Farm; Not Investment-related; Culleoka, TN; Farm, horses, cattle, historical home located on property used for filming movies or photography shoots; Owner, Primary Residence; 05/2014; 1 hour/month; 0 hours/trading; Help feed horses, will interact with negotiations for filming location or photography opportunities. 4.) Valley Creek Performance Horses, LLC; Non Investment-related; Culleoka, TN; Horses; Owner, farm, Primary Residence; 05/2014; 8 hours/ month; 0 hours/ trading; None/ Husband runs day to day
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-11 |
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