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41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-08-20 |
Branch Locations
Elm Grove 12850 W Bluemound Rd, Elm Grove, WI 53122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Brookfield | WI | 08/2014 | 03/2021 |
| U.S. Bancorp Investments, Inc. | Germantown | WI | 04/2021 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Germantown | WI | 02/2026 | 08/2026 |
| The Huntington Investment Company | Elm Grove | WI | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-12-09 |
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