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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
939 W Historic Mitchell St, Milwaukee, WI 53204 • United States
777 E Wisconsin Ave, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Bank, N.A. | Milwaukee | WI | 12/2015 | 02/2019 |
| Us Bank | Milwaukee | WI | 03/2019 | 01/2025 |
| U.S. Bancorp Investments, Inc. | Milwaukee | WI | 03/2019 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Milwaukee | WI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-11 |
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