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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-13 |
Branch Locations
320 W Broadway, Forest Lake, MN 55025 • United States
11493 Lake Ln, Chisago City, MN 55013 • United States
1 Village Pkwy, Circle Pines, MN 55014 • United States
7984 Lake Dr, Lino Lakes, MN 55014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Tampa | FL | 03/2016 | 11/2017 |
| Case Central, Llc | Arden Hills | MN | 11/2017 | 11/2020 |
| Gradient Advisors, Llc | Arden Hills | MN | 08/2018 | 11/2019 |
| Gradient Securities, Llc | Arden Hills | MN | 11/2019 | 11/2020 |
| U.S. Bancorp Investments, Inc. | Circle Pines | MN | 10/2021 | 02/2026 |
| U.S. Bank | Duluth | MN | 11/2020 | 10/2021 |
| U.S. Bancorp Advisors, Llc | Circle Pines | MN | 02/2026 | Present |
Forest Lake Youth Hockey Association; Not Investment-Related; Forest Lake, MN; Youth Hockey Association; Vice President of Hockey; 7/1/2024; 4 hours/month; 0 hours/trading; Assist with recruitment program efforts in the hockey off-season.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-19 |
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