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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
8303 West Ridgewood Dr, Parma, OH 44129 • United States
6511 Brechsville Rd, Independence, OH 44131 • United States
2075 Snow Rd, Parma, OH 44134 • United States
5695 Turney Road, Garfield Heights, OH 44125 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercyhurst University | Erie | PA | 07/2013 | 05/2017 |
| Foresters Financial Services | Independence | OH | 06/2017 | 03/2018 |
| Foresters Financial Services | Independence | OH | 06/2017 | 03/2018 |
| U.S. Bancorp Investments, Inc. | Richmond Heights | OH | 05/2018 | 07/2023 |
| U.S. Bank | Richmond Heights | OH | 05/2018 | 07/2023 |
| U.S. Bancorp Investments, Inc. | Richmond Heights | OH | 07/2023 | 11/2023 |
| U.S. Bancorp Investments, Inc. | Richmond Heights | OH | 11/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Parma | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-27 |
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