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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
112 W 2Nd St, Newton, IA 50208 • United States
305 S Ankeny Blvd, Ankeny, IA 50021 • United States
801 Broadway St, Pella, IA 50219 • United States
101 S Fillmore St, Mount Ayr, IA 50854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Ankeny | IA | 06/2012 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Ankeny | IA | 02/2026 | Present |
The DSM Lab Inc.; not investment-related; Ankeny, IA; Non-profit, fitness and mentoring program for at-risk youth; Board of Directors - Treasurer - Volunteer; 7/2023; 6 hours/month; 0 hours/trading; Help set and develop financial policies and oversight.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-02 |
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