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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
N78 W14545 Appleton Ave, Menomonee Falls, WI 53051 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Waukesha | WI | 09/2010 | 01/2019 |
| U.S. Bancorp Investments, Inc. | Menomonee Falls | WI | 09/2014 | 02/2026 |
| U.S. Bank | Menomonee Falls | WI | 06/2021 | Present |
| U.S. Bancorp Advisors, Llc | Menomonee Falls | WI | 02/2026 | Present |
1) Uber; Not Investment-related; San Francisco, CA; Ride Share; Driver owner operator; 6/2017; 40 Hrs/Mth; 0 Hrs/Trading; Driving. 2) Rental; Investment-related; Waukesha, WI; Primary residence rental; Landlord, Owner; 11/2023; 5 hours/month; 0 hours/trading; Managing and maintaining the property and relationship with tenant. 3) CMV Properties LLC; Investment-related; Waukesha, WI; Investment Properties; Sole Member; Owner; 11/2023; 5 hours/month; 0 hours/trading; Managing Rental Properties.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 2015-06-22 |
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