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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Vancouver | WA | 04/2016 | 03/2018 |
| U.S. Bancorp Investments, Inc. | Newberg | OR | 04/2018 | 04/2020 |
| Ameriprise Financial Services, Llc | Hurst | TX | 06/2020 | 01/2021 |
| Formula Financial Llc | Crowley | TX | 03/2021 | 12/2021 |
| U.S. Bancorp Investments, Inc. | Roseburg | OR | 06/2023 | 02/2026 |
| Coquille School District | Coquille | OR | 07/2022 | 06/2023 |
| Self-Employed | Crowley | TX | 01/2021 | 06/2022 |
| U.S. Bancorp Advisors, Llc | Roseburg | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-04-29 |
| S66 | Uniform Combined State Law Examination | 2016-07-13 |
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