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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 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
7600 W Broadway Ave, Brooklyn Park, MN 55428 • United States
3445 Bunker Lake Blvd, Andover, MN 55304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saint Paul | MN | 12/2019 | 10/2021 |
| University Of Minnesota Carlson School Of Management | Minneapolis | MN | 09/2015 | 12/2019 |
| Merrill Lynch | St. Paul | MN | 05/2019 | 08/2019 |
| Daniel Jacob Interests | San Antonio | TX | 06/2018 | 09/2018 |
| Perk Health | Minneapolis | MN | 09/2016 | 06/2017 |
| Life's A Beach | Mound | MN | 05/2016 | 08/2017 |
| Levi Strauss & Co | Bloomington | MN | 10/2018 | 12/2018 |
| University Of Minnesota | Minneapolis | MN | 01/2018 | 04/2018 |
| Bank Of America, N.A. | Saint Paul | MN | 01/2020 | 10/2021 |
| U.S. Bancorp Investments, Inc. | Andover | MN | 10/2021 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Andover | MN | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-25 |
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