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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | 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 |
|---|---|---|---|---|
| Rand Management | Minneapolis | MN | 02/2019 | 06/2020 |
| Four Elements Organic Herbals, Llc | North Freedom | MN | 04/2013 | 03/2019 |
| Topgolf | Brooklyn Center | MN | 08/2018 | 03/2019 |
| University Of Minneasota | Minneapolis | MN | 09/2014 | 09/2016 |
| Jetset Inc | Minneapolis | MN | 06/2003 | 09/2016 |
| Thrivent Investment Management | Appleton | WI | 05/2019 | 08/2023 |
| Thrivent Financial | Appleton | WI | 10/2019 | 12/2019 |
| Thrivent Financial | Appleton | WI | 12/2019 | 08/2023 |
| U.S. Bancorp Investments, Inc. | Chanhassen | MN | 08/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Chanhassen | MN | 02/2026 | Present |
1.) Rebound Inc.; Not Investment-related; Minneapolis, MN; To lead the way in the innovation and provision of evidence based and community centered education, advocacy, and rehabilitation solutions to the issues facing the black community in the Twin Cities; Treasure, Board of Directors; Governance for the Non-Profit; 02/2021; 15 Hours/Month; 0 Hours/Trading; Treasure shall make a report each board meeting. The treasure shall assist in the preparation of the budget, help develop fundraising plans, and make financial information available to board members and the public. 2.) Jetset Underground Bar; Not Investment-related; Minneapolis, MN; Bartending; Bartender; Staff; 05/2022; 24-35 Hours/Month; 0 Hours/Trading; Bartending. 3.) Shepherd of the Hills Lutheran Church; Not investment-related; Shoreview, MN 55126; Treasurer of the Governing Board of Directors; Treasurer; Member of the church; 01/29/2024; 6 hours/month; 2 hours/trading hours; Responsible for the coordination and preparation of the annual budget, financial reports, and other duties assigned by chairperson
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2019-10-03 |
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