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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Cincinnati | OH | 01/2015 | 10/2017 |
| Jpmorgan Securities, Llc | Cincinnati | OH | 01/2015 | 10/2017 |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 03/2018 | 08/2022 |
| U.S. Bank | Cincinnati | OH | 03/2018 | 03/2020 |
| Unemployed | Cincinnati | OH | 10/2017 | 03/2018 |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 08/2022 | 02/2026 |
| U.S. Bank | Cincinnati | OH | 08/2022 | Present |
| U.S. Bancorp Advisors, Llc | Cincinnati | OH | 02/2026 | Present |
Knights of Columbus; Non Investment-related; Cincinnati, OH; Financial Secretary; 09/2022; 2-4 hours/ month; 0 hours/ trading; monitoring and reporting financial activity of the council to national leadership council
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-20 |
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