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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ally Invest Securities, Llc | Charlotte | NC | 05/2021 | 08/2021 |
| Reid's Fine Foods | Charlotte | NC | 11/2015 | 04/2021 |
| Independence High School | Charlotte | NC | 08/2013 | 06/2017 |
| Wells Fargo Clearing Services, Llc | Charlotte | NC | 02/2024 | 01/2026 |
| Wells Fargo Bank, Na | Charlotte | NC | 12/2022 | 02/2026 |
| Unemployed | Matthews | NC | 08/2021 | 10/2021 |
| Hankin Pack Law | Charlotte | NC | 11/2021 | 01/2022 |
| Edray | Charlotte | NC | 02/2022 | 04/2022 |
| Hankin Pack Law | Charlotte | NC | 04/2022 | 10/2022 |
| Unemployed | Matthews | NC | 10/2022 | 12/2022 |
| Reids Fine Foods | Charlotte | NC | 10/2023 | 02/2025 |
| U.S. Bank | Charlotte | NC | 01/2026 | Present |
| U.S. Bancorp Investments, Inc. | Charlotte | NC | 01/2026 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Charlotte | NC | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-29 |
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