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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 | 2026-03-13 |
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Woodtrust Bank | Wisconsin Rapids | WI | 03/2014 | 10/2019 |
| Legacy Accounting And Financial Services, Llc | Wisconsin Rapids | WI | 11/2019 | 08/2020 |
| Woodbury Financial Services Inc | Wisconsin Rapids | WI | 12/2019 | 08/2020 |
| Nicolet Wealth Management | Stevens Point | WI | 07/2024 | 11/2025 |
| Nicolet National Bank | Stevens Point | WI | 09/2020 | 11/2025 |
| U.S. Bancorp Investments, Inc. | Wisconsin Rapids | WI | 11/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Wisconsin Rapids | WI | 02/2026 | Present |
Harper James Properties, LLC; Investment-related; Wisconsin Rapids, WI; Rental properties; Member; 3/17/2022; 0 hours/mo; 0 hours/trading; No duties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-11-07 |
| S65 | Uniform Investment Adviser Law Examination | 2024-06-21 |
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