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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-01 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Advisors, Llc | Columbus | OH | 05/2026 | Present |
| Keybank | Columbus | OH | 04/2016 | 04/2020 |
| Key Investment Services Llc | Columbus | OH | 04/2016 | 04/2020 |
| Keybank | Columbus | OH | 04/2016 | 04/2020 |
| Key Investment Services | Columbus | OH | 01/2019 | 08/2019 |
| Keybank | Columbus | OH | 08/2019 | 04/2020 |
| Key Investment Services | Indianapolis | IN | 08/2019 | 04/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Columbus | OH | 04/2020 | 05/2022 |
| Bank Of America, N.A. | Columbus | OH | 04/2020 | 05/2022 |
| Janney Montgomery Scott Llc | Columbus (North) | OH | 05/2022 | 03/2023 |
| Key Investment Services Llc | Brooklyn | OH | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 2015-12-18 |
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