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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-02-13 |
Branch Locations
201 E Main St, Scottsville, KY 42164 • United States
135 W Fourth St, Russellville, KY 42276 • United States
721 Campbell Ln, Bowling Green, KY 42104 • United States
1970 Cave Mill Rd, Bowling Green, KY 42104 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Bowling Green | KY | 12/2021 | 02/2026 |
| U.S. Bank | Bowling Green | KY | 12/2021 | 06/2024 |
| Pnc Bank | Richmond | KY | 09/2014 | 12/2021 |
| U.S. Bancorp Advisors, Llc | Bowling Green | KY | 02/2026 | Present |
1) RLBW Enterprises, LLC; Not Investment-Related; Leitchfield, KY; Residential rental property; 100% Ownership; Member; 01/2018; 01 hours/ month; 0 hours/trading; collect rent and pay mortgage 2)The Tipsy Filly LLC; Not Investment-related; Alvaton, KY; Mobile bar tending service; No Ownership; Employee; 10/01/2022; 04 hours/month; 0 hours/ trading; Setup trailer and serve patrons. 3) United Way Emerging Leaders Society; Not investment-related; Bowling Green, KY; Non-profit young professionals group with philanthropic goals; Leadership member and volunteer; 11/2023; 2 hours/month; 0 hours/trading; Help shape this new group by determining mission, vision, and structure. The group is made up of young professionals volunteering and giving to help build a better community. 4) United Way Allocation Committee; Not investment-related; Bowling Green, KY; Non-profit providing funding and structure to local non-profits; Volunteer; 1/2024; 3 hours/month; 0 hours/trading; Interview grant applicants requesting funding from United Way during their yearly allocation process.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-04-29 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-25 |
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