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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Miami University | Oxford | OH | 08/2015 | 06/2017 |
| Union Home Mortgage | Strongsville | OH | 06/2017 | 08/2017 |
| Miami University | Oxford | OH | 08/2017 | 06/2018 |
| Lifetime Financial Growth | Beachwood | OH | 06/2018 | 08/2018 |
| Miami University | Oxford | OH | 08/2018 | 05/2019 |
| Guardian Life Insurance | Cincinnati | OH | 07/2019 | 11/2023 |
| Park Avenue Securities | Cincinnatti | OH | 07/2019 | 11/2023 |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 12/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Cincinnati | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-20 |
| S63 | Uniform Securities Agent State Law Examination | 2020-11-03 |
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