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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 | 2026-08-13 |
| OH | RA | APPROVED | 2026-02-13 |
Branch Locations
2630 Bailey Rd, Cuyahoga Falls, OH 44221 • United States
3705-A Medina Rd, Medina, OH 44256 • United States
53 N Portage Rd, Doylestown, OH 44230 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Independence | OH | 05/2016 | 03/2017 |
| Pnc Investments | Independence | OH | 05/2016 | 03/2017 |
| Pnc Bank | Independence | OH | 03/2017 | 05/2018 |
| Pnc Investments | Pittsburgh | PA | 03/2017 | 05/2018 |
| U.S. Bank | Medina | OH | 05/2018 | 03/2022 |
| U.S. Bancorp Investments, Inc. | Medina | OH | 03/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Medina | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-01 |
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