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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
1400 S Big Bend Blvd, Richmond Heights, MO 63117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Clayton | MO | 03/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Clayton | MO | 11/2016 | 06/2020 |
| U.S. Bancorp Investments, Inc. | Richmond Heights | MO | 06/2020 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Richmond Heights | MO | 02/2026 | Present |
1) Saint Louis Art Museum Planned Giving Council; Not Investment-related; St. Louis, MO; Planned Giving Council for the Museum; Member of the Council; 07/2015; 2 hrs/monthly; 0 hrs/trading; Help the Museum do outreach to donors. 2) William Greenleaf Eliot Society Committee for the School of Law; Not Investment-related; St. Louis, MO; Outreach to law school alumni for annual giving; Member of the Eliot Society Committee; 07/2015; 2 hrs/monthly; 0 hrs/trading; Help the Law School do outreach to donors. 3) Saint Louis Art Museum; Not investment-related; Saint Louis, MO; Fine Arts Museum for the City of Saint Louis; Board Member; 12/31/2025; 5 hrs/monthly; 1 hrs/trading; Board Member for non-profit fine arts museum of the City of Saint Louis.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-03 |
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