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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
6189 Mayfield Rd, Mayfield Heights, OH 44124 • United States
4601 Richmond Rd, Warrensville Heights, OH 44128 • United States
7993 Euclid Ave, Cleveland, OH 44109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Willoughby | OH | 07/2012 | 02/2026 |
| U.S. Bank | Willoughby | OH | 07/2016 | 09/2021 |
| U.S. Bancorp Advisors, Llc | Mayfield Heights | OH | 02/2026 | Present |
1) Shipt; not investment-related; Birmingham, AL; Delivery, Grocery Delivery; Shopper, Delivery Driver; 4/15/2019; 24 hours/month; 0 hours/trading; Grocery shopper, delivering groceries to the customer. 2) Rental Property; Investment-Related; Philadelphia, PA 19152; Rental Property; Owner; Owner; 01/01/2024; 1 hour/month; 0/Trading hours; Owner of rental property, collecting rent 3) EAE Estates, LLC; Investment-Related; Willoughby, OH; rental property; Owner; Owner; Owner; 02/02/2024; 1 hour/month; 0 hours/trading; Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-09 |
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