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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
1800 E Baseline Rd, Tempe, AZ 85283 • United States
2222 E Camelback Rd, Phoenix, AZ 85016 • United States
3800 N Central Ave, Phoenix, AZ 85012 • United States
4253 N Scottsdale Rd, Scottsdale, AZ 85251 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Countryside | IL | 02/2012 | 03/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Phoenix | AZ | 07/2022 | 01/2024 |
| Citigroup | Chicago | IL | 03/2018 | 06/2022 |
| Mass Mutual | Chicago | IL | 03/2018 | 06/2022 |
| Bank Of America, N.A. | Phoenix | AZ | 08/2022 | 01/2024 |
| U.S. Bancorp Investments, Inc. | Phoenix | AZ | 01/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Phoenix | AZ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-03-20 |
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