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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Key Investment Services Llc | Lake Oswego | OR | 09/2014 | 12/2017 |
| Key Bank | Lake Oswego | OR | 09/2013 | 12/2017 |
| Key Investment Services | Troutdale | OR | 12/2017 | 05/2019 |
| U.S. Bancorp Investments, Inc. | Portland | OR | 05/2019 | 02/2026 |
| U.S. Bank | Clackamas | OR | 05/2021 | Present |
| U.S. Bancorp Advisors, Llc | Clackamas | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-11 |
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