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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Cincinnati | OH | 03/2014 | 05/2018 |
| Jpmorgan Chase Bank Na | Cincinnati | OH | 03/2014 | 05/2018 |
| Unemployed | Cincinnati | OH | 05/2018 | 06/2018 |
| Fifth Third Bank | Cincinnati | OH | 06/2018 | 09/2022 |
| Fifth Third Securities | Cincinnati | OH | 06/2018 | 07/2021 |
| U.S. Bank | Cincinnati | OH | 09/2022 | Present |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 11/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Cincinnati | OH | 02/2026 | Present |
1) Cincinnati Parks Foundation; Not Investment-related; Cincinnati, OH; Board of Director Member; Director; 01/2021; 5 Hrs/Mth; 2 Hrs/Trading; Board of Director member; chair fundraising committee. 2) The Osher Center for Integrative Health at University of Cincinnati; Not investment-related; Cincinnati, OH; Integrative health through UC Health and College of Medicine; Community Advisory Council Member at large; 09/2024; 2 hours/month; 2 hours/trading; Member at large - no committee involvement.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2012-01-10 |
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