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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Omaha | NE | 10/2012 | 04/2022 |
| Wells Fargo Advisors, Llc | Omaha | NE | 06/2015 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Omaha | NE | 11/2016 | 04/2022 |
| U.S. Bancorp Investments, Inc. | Omaha | NE | 04/2022 | 02/2026 |
| U.S. Bank | Omaha | NE | 04/2022 | Present |
| U.S. Bancorp Advisors, Llc | Omaha | NE | 02/2026 | Present |
1.) Lincoln Youth Sports Association; Not Investment-Related; Lincoln, NE; Non-profit youth organization; No Ownership; Member of board of directors; 04/01/2017; 03 hours/ month; 0 hours / trading; Operational planning, fundraising. 2.) Nate & Tate Productions, LLC; Not Investment-related; Omaha, NE; Event planning - fireworks display design and sales; Designer; Managing Member; 05/2024; 30 Hours/Month; 0 Hours/Trading; Designing product; managing client orders.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-11 |
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