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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
5621 75Th St, Kenosha, WI 53142 • United States
1800 22Nd Ave, Kenosha, WI 53140 • United States
4701 Washington Ave, Racine, WI 53406 • United States
3314 80Th St, Kenosha, WI 53142 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Racine | WI | 12/2001 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Racine | WI | 02/2026 | Present |
1) Sacred Heart Parish; Investment-related; Racine, WI; Member of advisory board to the pastor; No ownership; Finance council; 05/2022; 1.5 hours/month; 0 hours/trading; One of thirteen people on the council responsible in assisting the pastor with administrative functioning of the parish with finances, budgeting, investments, and facility management. 2) Racine Community Foundation; Not Investment-related; Racine, WI; Support people of Racine County by providing funding to nonprofit organizations and stewarding endowment and gifts entrusted to it; Member of Board of Directors; 01/2023; 0.5 hours/month; 0 hours/trading; Attend quarterly meeting, support the mission of the foundation, understand the operation of the foundation, serve on investment committee, and serve as an advocate of the Foundation within the community. 3) Sacred Heart Church Advisory Board; Investment Related; Racine, WI; Advisory Board for the Sacred Heart Congregation Endowment Fund; Member of Advisory Board; President; 10/2023; .33 hours/month; 0 hours/trading; Advise directors in matters relating to the Endowment Fund.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-10 |
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