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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 |
| WA | RA | APPROVED | 2026-02-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services | Seattle | WA | 06/2015 | 05/2020 |
| U.S. Bancorp Investments, Inc. | Bellevue | WA | 05/2020 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Bellevue | WA | 02/2026 | Present |
Holy Names Academy; Investment-related; Seattle, WA; Private Catholic all girls high school; Non-profit organization; Board of Trustees member; 2/2020; 3 hours/month; 0 hours/trading; Participate in monthly meeting and review affairs of the school. Vote on decisions to be made in best interest of school.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-18 |
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