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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2026-02-13 |
| MO | RA | APPROVED | 2026-02-13 |
Branch Locations
4901 W 119Th St, Overland Park, KS 66209 • United States
10100 W 119Th St, Overland Park, KS 66213 • United States
8600 Shawnee Mission Pkwy, Merriam, KS 66202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2019 | 07/2024 |
| Samson Dental | Leawood | KS | 07/2019 | 08/2019 |
| State Street Corporation | Kansas City | MO | 07/2011 | 06/2019 |
| U.S. Bancorp Investments, Inc. | Overland Park | KS | 07/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Overland Park | KS | 02/2026 | Present |
1) Alpha & Omega Logistics, LLC; Not investment-related; Kansas City, MO; Logistics; Owner; Owner; 9/2023; 0 Hours/mo; 0 Hours/trading; no duties associated with the LLC. 2) Roth Legacy Rentals, LLC; Investment-related; Kansas City, MO; Rental homes; Co-Managing Member; 11/12/2025; 1 Hours/mo; 0 Hours/trading; find and purchase rental properties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-14 |
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