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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 |
| WI | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-18 |
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