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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2026-02-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Lpl Financial Llc | Las Vegas | NV | 01/2009 | 02/2020 |
| Mutual Of Omaha Bank | Las Vegas | NV | 01/2009 | 02/2020 |
| City National Bank | Las Vegas | NV | 02/2020 | 07/2024 |
| U.S. Bank | Las Vegas | NV | 06/2024 | Present |
| U.S. Bancorp Investments, Inc. | Las Vegas | NV | 08/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Las Vegas | NV | 02/2026 | Present |
(1) Nevada Board of Wildlife Commissioners; Not investment-related; Reno, NV; Non-profit; Board Member; 08/2023; 8 hours/month; 0 hours/trading; coordinate with NDOW on wildlife related issues. (2) United Way of Southern Nevada; Not investment-related; Las Vegas, NV; Unite donors, volunteers, non profits, and businesses to create change for Southern NV; Board Member; 3/2025; 8 hours/month; 0 hours/trading; Member of the board of directors.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-05-17 |
| S65 | Uniform Investment Adviser Law Examination | 1994-05-17 |
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