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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
300 E 32Nd St, Joplin, MO 64804 • United States
105 N. Rangeline Rd, Joplin, MO 64801 • United States
1094 S Neosho Blvd, Neosho, MO 64850 • United States
200 E Cherry St, Nevada, MO 64772 • United States
2208 Grand, Carthage, MO 64836 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Joplin | MO | 12/2001 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Joplin | MO | 02/2026 | Present |
1) Joplin Schools Foundation; not investment-related; Joplin, MO; public school foundation for direct student benefit; Officer - Member of Finance Committee; 9/2011; 4 hours/month; 0 hours/trading; providing guidance on appropriate financial instruments in placement of funds contributed to the foundation, no trading authorization, no check-writing authorization. 2) Forrest Park Church Board of Trustees; Non Investment-related; Joplin, MO; Church Administration, Budget Development; Board Member; 01/2022; 1 hour/ month; 0 hours/ trading; Business planning, Budget development, Accounting, and Chartable giving planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-23 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-16 |
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