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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
80 S Eighth St, Minneapolis, MN 55402 • United States
7025 France Ave S, Edina, MN 55435 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Twelve Consulting Group | Minneapolis | MN | 02/2021 | 11/2021 |
| Transamerica Capital, Inc. | Denver | CO | 11/2021 | 09/2023 |
| United States Army | Colorado Springs | CO | 05/2016 | 05/2021 |
| Unemployed | Woodbury | MN | 09/2023 | 11/2023 |
| Bernstein | Minneapolis | MN | 11/2023 | 08/2024 |
| Cetera Investment Services Llc | Saint Cloud | MN | 08/2024 | 02/2025 |
| Cetera Investment Advisors Llc | Saint Cloud | MN | 08/2024 | 02/2025 |
| Cfg Retrement | Edina | MN | 03/2025 | 08/2025 |
| U.S. Bancorp Investments, Inc. | Edina | MN | 10/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Edina | MN | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 2022-01-31 |
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