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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fifth Third Bank | Cincinnati | OH | 09/2013 | 01/2023 |
| Fifth Third Securities | Norwood | OH | 09/2016 | 01/2023 |
| U.S. Bancorp Investments, Inc. | Brentwood | TN | 01/2023 | 02/2026 |
| U.S. Bank | Brentwood | TN | 01/2023 | Present |
| U.S. Bancorp Advisors, Llc | Brentwood | TN | 02/2026 | Present |
U.S. Bank; Not Investment-related; Brentwood, TN; No Ownership; Notary; 08/03/2026; 0 hours/month; 0 hours/trading; Notary services; notarize internal and external documents for wealth clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-11-23 |
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