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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-23 |
| MO | RA | APPROVED | 2026-02-13 |
Branch Locations
11655 Olive Blvd, Creve Coeur, MO 63141 • United States
11532 Page Service Dr, St Louis, MO 63146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mercer Investments, Llc | St. Louis | MO | 05/2015 | 11/2025 |
| Mgi Funds Distributors, Llc | St. Louis | MO | 08/2022 | 11/2025 |
| U.S. Bancorp Investments, Inc. | Creve Coeur | MO | 12/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Creve Coeur | MO | 02/2026 | Present |
Canary Cove Holdings LLC; Investment-related; Washington, MO; Rental property; Managing Member/Owner; 10/12/2018; 2 hours/mo; 0 hours/trading; Collect monthly rent and organize maintenance items as needed.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 2022-10-10 |
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