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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-06-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Allsource / Msi Financial Services | Lexington | KY | 06/2016 | 03/2017 |
| Mml Investors Services, Llc | Ashland | KY | 03/2017 | 10/2017 |
| U.S. Bancorp Investments, Inc. | Lexington | KY | 06/2018 | Present |
| City National Bank | Ashland | KY | 11/2017 | 06/2018 |
| U.S. Bancorp Advisors, Llc | Lexington | KY | 06/2025 | Present |
| U.S. Bank | Lexington | KY | 06/2025 | Present |
McLeod Rentals LLC; Non Investment-related; Miramar Beach, FL; Rental of second home; Owner on deed; Member; 08/2022; 5 hours/ month; 0 hours/ trading; Assist with providing rental details.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-22 |
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