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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Naples | FL | 12/2018 | 08/2025 |
| Bmo Harris Bank | Naples | FL | 08/2016 | 12/2018 |
| U.S. Bank | Naples | FL | 08/2025 | Present |
| U.S. Bancorp Investments, Inc. | Naples | FL | 09/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Naples | FL | 02/2026 | Present |
Grace Place; Not investment-related; Naples, FL; Non-profit; Board Member; 3/10/2025; 20 hours/month; 5 hours/trading; typical board duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-01 |
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