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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 | 2026-02-13 |
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
9109 W Drexel Ave, Franklin, WI 53132 • United States
4333 S 27Th St, Greenfield, WI 53221 • United States
4015 S Howell Ave, Milwaukee, WI 53207 • United States
5434 S 76Th St, Greendale, WI 53129 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Greendale | WI | 03/2010 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Greendale | WI | 02/2026 | Present |
1.) Basilica of St. Josaphat Church; Not Investment-related; Milwaukee, WI; Religious; Finance Committee Member; 2002; 2 Hours/Month; 0 Hours/Trading; Assist Pastor with any and all financial matters of the church. 2.) Conventual Franciscans Friars of St. Bonaventure Province; Not Investment-related; Chicago, IL; Religious; Finance Committee Member; 06/2024; 3 Hours/Month; 0 Hours/Trading; Give advice on financial matters.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1990-03-14 |
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