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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 |
Branch Locations
3 disclosure categories 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 | Cincinnati | OH | 06/2019 | 07/2024 |
| Clear Concepts Llc | Cincinnati | OH | 10/2008 | Present |
| Alliance Academy Of Cincinnati | Cincinnati | OH | 10/2013 | 06/2019 |
| Adecco Group North America - Modis Engineering | Blue Ash | OH | 08/2012 | 01/2017 |
| Xavier University | Cincinnati | OH | 01/2016 | 05/2018 |
| Bank Of America N.A. | Cincinnati | OH | 09/2019 | 07/2024 |
| Formica | Cincinnati | OH | 07/2024 | 08/2024 |
| U.S. Bank | Cincinnati | OH | 08/2024 | Present |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 01/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Cincinnati | OH | 02/2026 | Present |
Clear Concepts LLC; Not investment-related; Cincinnati, OH; Medical laser service; Owner/Field Service Engineer; 11/2009; 0 hours/month; 0 hours/trading; Repair medical lasers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-15 |
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