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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-13 |
Branch Locations
3000 Preston Hwy, Louisville, KY 40217 • United States
4501 Outer Loop, Louisville, KY 40219 • United States
12212 Shelbyville Rd, Louisville, KY 40243 • United States
2350 Bardstown Rd, Louisville, KY 40205 • United States
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Louisville | KY | 04/2019 | 11/2021 |
| University Of Louisville | Louisville | KY | 06/2014 | 12/2016 |
| Jcps | Louisville | KY | 08/2014 | 09/2017 |
| Tt Repairs | Louisville | KY | 10/2017 | 12/2018 |
| Robert Half/Acount Temps | Louisville | KY | 01/2019 | 04/2019 |
| Business Consulting | Louisville | KY | 06/2013 | 04/2019 |
| Bank Of America, N.A. | Louisville | KY | 07/2019 | 11/2021 |
| Pnc Investments | Louisville | KY | 11/2021 | 01/2023 |
| Fidelity Investments | The Villages | FL | 01/2023 | 11/2024 |
| U.S. Bancorp Investments, Inc. | Louisville | KY | 11/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Louisville | KY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-03 |
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