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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-02-13 |
Branch Locations
350 Commonwealth Dr, Crystal Lake, IL 60014 • United States
798 S Randall Rd, Algonquin, IL 60102 • United States
704 W Main St, West Dundee, IL 60118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bmo Harris Financial Advisors | Bartlett | IL | 01/2013 | 11/2017 |
| Bmo Harris Financial Advisors | Woodstock | IL | 11/2017 | 03/2021 |
| Lpl Financial Llc | Woodstock | IL | 03/2021 | 07/2023 |
| U.S. Bancorp Investments, Inc. | Algonquin | IL | 10/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Algonquin | IL | 02/2026 | Present |
1.) Real Estate Rental; Investment-related; Woodstock, IL; Residential Rental; Owner; 02/2019; 1 Hour/Month; 0 Hours/Trading; Long-term town home rental. 2.) Real Estate Rental; Investment-related; Woodstock, IL; Residential Rental; Owner; 03/2022; 1 Hour/Month; 0 Hours/Trading; Short-term single family home rental.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2014-01-29 |
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