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Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-02-13
WI RA APPROVED 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-02-13
  • WI RA
    APPROVED
    Since 2026-02-13

Branch Locations

9109 W Drexel Ave, Franklin, WI 53132 • United States

4015 S Howell Ave, Milwaukee, WI 53207 • United States

5434 S 76Th St, Greendale, WI 53129 • United States

4333 S 27Th St, Greenfield, WI 53221 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bank Greendale WI 02/2012 11/2016
U.S. Bancorp Investments, Inc. Greenfield WI 03/2014 02/2026
U.S. Bancorp Advisors, Llc Greenfield WI 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-05-09
S63 Uniform Securities Agent State Law Examination 2014-06-18
  • S65 Uniform Investment Adviser Law Examination
    2016-05-09
  • S63 Uniform Securities Agent State Law Examination
    2014-06-18

View on SEC IAPD

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