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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa | Brookfield | WI | 03/2016 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Brookfield | WI | 03/2016 | 11/2020 |
| U.S. Bank | Milwaukee | WI | 11/2020 | Present |
| U.S. Bancorp Investments, Inc. | Milwaukee | WI | 04/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Milwaukee | WI | 02/2026 | Present |
(1) Rental Property; Investment-related; Plainfield, IL; Rental property; Property owner; 7/2012; 1 hour/month; 0 hours/trading; Property maintenance. (2) Courage+; Not investment-related; Milwaukee, WI; Non-profit organization that provides housing and resources.; Board President; 5/2025; 10 hours/month; 0 hours/trading; Lead Board of Directors to help with strategy for the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-29 |
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