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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
8325 Crossings Blvd, Shakopee, MN 55379 • United States
15830 Franklin Trail Se, Prior Lake, MN 55372 • United States
111 Central Ave N, New Prague, MN 56071 • 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 |
|---|---|---|---|---|
| Infinex Investments, Inc. | Eaden Prairie | MN | 07/2016 | 12/2020 |
| Spire Credit Union | Maple Grove | MN | 12/2013 | 12/2020 |
| U.S. Bancorp Investments, Inc. | Edina | MN | 02/2021 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Shakopee | MN | 02/2026 | Present |
Rental Property; Investment-related; Minneapolis, MN; Rental Property; Owner; 04/2004; 1 hr/month; 0 hrs/trading; Own and Maintain a rental property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-14 |
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