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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-06 |
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Milwaukee | WI | 03/2017 | 05/2025 |
| U.S. Bancorp Investments, Inc. | Brookfield | WI | 10/2019 | 02/2026 |
| Performance Running Outfitters | Brookfield | WI | 05/2015 | 03/2017 |
| U.S. Bancorp Advisors, Llc | Brookfield | WI | 02/2026 | Present |
1.) Finance Committee Member for HAWS (Humane animal welfare society of Waukesha County); Non Investment-related; Waukesha, WI; Committee member of an animal shelter; Finance Committee Member; 05/2022; 1 hours/ month; 0 hours/ trading; Meet with department heads and discuss the budgets needed to run their department for the year. 2.) Carroll University; Not Investment-related; Waukesha, WI; Alumni Board; Board Member; Alumni; 06/2023; 3 Hrs/Mth; 0 Hrs/Trading; Alumni Board for University.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2020-05-04 |
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