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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2026-02-13 |
Branch Locations
60 Livingston Ave, Saint Paul, MN 55107 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Methodist Insurance Services | Omaha | NE | 04/2016 | 03/2018 |
| Field Club Of Omaha | Omaha | NE | 05/2015 | 09/2020 |
| Osaic Wealth, Inc. | La Vista | NE | 06/2024 | 09/2024 |
| Osaic Wealth, Inc. | La Vista | NE | 06/2024 | 09/2024 |
| U.S. Bancorp Investments, Inc. | Omaha | NE | 09/2024 | 02/2026 |
| Securities America, Inc. | La Vista | NE | 03/2018 | 06/2024 |
| U.S. Bancorp Advisors, Llc | Omaha | NE | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-03 |
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