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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 | 2026-02-13 |
| UT | RA | APPROVED | 2026-02-13 |
Branch Locations
5352 S 4015 W, Kearns, UT 84118 • United States
170 S Main St, Salt Lake City, UT 84101 • United States
888 E 4500 S, Salt Lake City, UT 84107 • United States
10625 S State St, Sandy, UT 84070 • United States
475 E 200 S, Salt Lake City, UT 84111 • United States
1998 E 4800 S, Salt Lake City, UT 84117 • United States
7080 S Redwood Rd, West Jordan, UT 84084 • United States
6940 S Highland Dr, Salt Lake City, UT 84121 • United States
8055 W 3500 S, Magna, UT 84044 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Bank | Tremonton | UT | 06/2009 | 11/2018 |
| Key Investment Services Llc | Tremonton | UT | 03/2015 | 11/2018 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2019 | 05/2023 |
| U.S. Bancorp Investments, Inc. | Salt Lake City | UT | 05/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Salt Lake City | UT | 02/2026 | Present |
Birdie Escapes LLC; Investment-related; Washington, UT; Real estate investments- short term rentals.; Owner; 06/16/2026; 05 hours/month; 0 hours/trading; Oversee rental properties, maintain and market them to tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-18 |
| S63 | Uniform Securities Agent State Law Examination | 2009-10-27 |
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