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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Country Capital Management Company | Bloomington | IL | 09/2016 | 04/2017 |
| Pond Wealth Management Llc | Loves Park | IL | 10/2009 | 09/2016 |
| Fidelity Brokerage Services Llc | Middleton | WI | 04/2017 | 05/2018 |
| Massmutual Life Insurance | Madison | WI | 06/2018 | 07/2019 |
| Mml Investors Services, Llc | Madison | WI | 06/2018 | 07/2019 |
| Bancwest Investment Services, Inc. | Tempe | AZ | 08/2019 | 09/2023 |
| Bank Of The West | Tempe | AZ | 08/2019 | 09/2023 |
| Lpl Financial Llc | Tempe | AZ | 07/2023 | 09/2023 |
| Unionbanc Investment Services Llc | Tempe | AZ | 09/2023 | 11/2024 |
| U.S. Bancorp Investments, Inc. | Tempe | AZ | 11/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Tempe | AZ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-08 |
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