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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Allentown | PA | 09/2014 | 01/2020 |
| Fifth Third Bank | Fort Wayne | IN | 03/2020 | 12/2022 |
| Fifth Third Securities | Fort Wayne | IN | 08/2021 | 12/2022 |
| U.S. Bank | Hartland | WI | 04/2023 | Present |
| U.S. Bancorp Investments, Inc. | Hartland | WI | 04/2023 | 02/2026 |
| Unemployed | Hartland | WI | 01/2023 | 03/2023 |
| U.S. Bancorp Advisors, Llc | Hartland | WI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-04 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-17 |
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