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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_RES | 2026-02-13 |
| WI | RA | APPROVED | 2026-02-13 |
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 |
|---|---|---|---|---|
| Bmo Haris Bank Na | Milwaukee | WI | 07/2011 | 05/2017 |
| Bmo Harris Financial Advisors, Inc. | Muskego | WI | 08/2012 | 05/2017 |
| U.S. Bancorp Investments, Inc. | New Berlin | WI | 05/2017 | 02/2026 |
| U.S. Bancorp Advisors, Llc | New Berlin | WI | 02/2026 | Present |
Veterans of Foreign Wars; Not Investment-Related; Oconomowoc, WI; Fraternal; No Ownership; Member; 06/12/2023; 0 hours/month; 0 hours/trading; Active member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-03 |
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