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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 | 2026-02-15 |
| WI | RA | APPROVED | 2026-02-15 |
Branch Locations
2961 Yarmouth Greenway Dr, Madison, WI 53711 • United States
160 E Capitol Dr, Hartland, WI 53029 • United States
1674 Old School House Rd, Oconomowoc, WI 53066 • United States
2805 Heritage Dr, Delafield, WI 53018 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Hartland | WI | 01/2006 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Hartland | WI | 02/2026 | Present |
1) United Performing Arts Fund (UPAF); Not Investment-related; Milwaukee, WI; Non-profit focused on diverse, vibrant, and cultural arts experience; Executive Board Member; 12/2022; 5 hours/month; 0 hours/trading; Oversight and guidance on policy. 2) City Year Milwaukee; Not Investment-related; Milwaukee, WI; Non-profit focused on building a diverse, inclusive, and equitable culture; Executive Board Member; 12/2022; 5 hours/month; 0 hours/trading; Oversight and guidance on policy.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 1991-04-03 |
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