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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Lincoln | NE | 07/2019 | 12/2020 |
| U.S.BAnk | Lincoln | NE | 06/2016 | 12/2020 |
| U.S. Bank | Lincoln | NE | 11/2021 | Present |
| U.S. Bancorp Investments, Inc. | Lincoln | NE | 11/2021 | 02/2026 |
| Cathe Bank & Trust | Lincoln | NE | 12/2020 | 10/2021 |
| U.S. Bancorp Advisors, Llc | Lincoln | NE | 02/2026 | Present |
1) El Centro De Las Americas; Not Investment-Related; Lincoln, NE; Social services organization; No Ownership; Executive Board, Vice President; 09/01/2021; 02 hours / month; 02 hours / trading; Attend executive board meetings, direct meetings when the president is absent, schedule meetings for the executive board, and board of directors. Assist with organizing our yearly fundraiser. 2) Lincoln High Boosters Club; Not investment-related; Lincoln, NE; Parent teacher organization; Board Member; 10/2023; 1 hour/month/ 0 hours/trading; Attend board meeting first Monday of every month at 6pm. Volunteering opportunities. 3) Uber/Lyft Driver; Not investment-related; Lincoln, NE; Driver; Self Employed Driver; 11/2023; 10 hour/month; 0 hours/trading; Uber/Lyft Driver at night or on the weekend for a few hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-08 |
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