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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-13 |
Branch Locations
222 Railroad Avenue, Greenwich, CT 06830 • United States
60 Livingston Ave, Saint Paul, MN 55107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Icbc Standard Securities Inc. | New York | NY | 06/2009 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westport | CT | 07/2017 | 05/2021 |
| Unemployed | Weston | CT | 03/2017 | 07/2017 |
| Bank Of America, N.A. | Westport | CT | 07/2017 | 05/2021 |
| U.S. Bank | Greenwich | CT | 05/2021 | Present |
| U.S. Bancorp Investments, Inc. | Greenwich | CT | 09/2021 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Greenwich | CT | 02/2026 | Present |
Fairfield County Community Foundation; Not Investment-related; Norwalk, CT; Community foundation working as philanthropic partner for donors to nonprofits; Member of Professional Advisors Council; 12/2021; 1 hour/month; 0 hours/trading; Attend bi-annual meetings and discuss ways to help foundation. No direct responsibilities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-18 |
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