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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Private Label Money Management | Minneapolis | MO | 06/2011 | 11/2016 |
| Lpl Financial, Llc | Town & Country | MO | 08/2016 | 01/2018 |
| Tap Consulting, Llc (Dba: Genex Consulting) | Town And Country | MO | 08/2016 | 06/2023 |
| Private Client Services | Louisville | KY | 01/2018 | 06/2023 |
| U.S. Bancorp Investments, Inc. | Crestwood | MO | 07/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Crestwood | MO | 02/2026 | Present |
1) Fox Properties Management LLC; Not Investment-Related; Chesterfield, MO; Rental Property Management; Managing Partner; Property Manager; 01/2010; 10 hours/month; 0 hours/trading; Keeping books and records, hiring vendors to maintain properties, showing rentals. 2) Cox Properties Management LLC; Not Investment-Related; Chesterfield, MO; Rental Property Management; Managing Partner; Property Manager; 01/2010; 10 hours/month; 0 hours/trading; Keeping books and records, hiring vendors to maintain properties, showing rentals. 3) Stone Cedar House Properties LLC; Not Investment-Related; Chesterfield, MO; Rental Property Management; Managing Partner; Property Manager; 01/2010; 10 hours/month; 0 hours/trading; Keeping books and records, hiring vendors to maintain properties, showing rentals. 4) Beer Company LLC; Not Investment-Related; Ballwin, MO; Managing Partner; Managing Partner; 01/2018; 5 hours/month; 0 hours/trading; Keeping books and records, marketing beer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-09 |
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