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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_RES | 2026-04-13 |
| OH | RA | APPROVED | 2026-02-13 |
Branch Locations
6655 Center St, Mentor, OH 44060 • United States
191 E Main St, Geneva, OH 44041 • United States
4717 Park Ave, Ashtabula, OH 44004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Willoughby | OH | 04/2013 | 12/2021 |
| U.S. Bancorp Investments, Inc. | Willoughby | OH | 08/2016 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Ashtabula | OH | 02/2026 | Present |
1) Ashtabula Arts Center; not investment-related; Ashtabula, OH; Community Arts & Theatre; President; 07/2023; 12 hours/month; 0 hours/trading; Community involvement, fundraising, volunteering, Committee input 2) AMMP Studio LLC DBA Ultimate Appearance; Not Investment-related; Ashtabula, OH; Hair salon; Co-Owner/Member/Co-Guarantor; 01/01/2023; 5 hours/ month; 0 hours/ trading; General maintenance as needed. 3) AMMP Properties LLC; Investment-related; Ashtabula, OH; Property holding company that holds the property and collects rents from AMMP Studios, LLC; Co-Owner/Member/Co-Guarantor; 1/1/2023; 5 hours/month; 0 hours/trading; General maintenance as needed. 4) AMMP Studio LLC; Not investment-related; Ashtabula, OH; LLC that does business as a hair salon (Ultimate Appearance); Co-Owner/Member/Co-guarantor; 1/1/2023; 5 hours/month; 0 hours/trading; Administrative tasks, occasional bank deposits, making key decisions. 5) Saint John Youth Sports Board; Not investment-related; Ashtabula, OH; Organize youth sports for the school; Board member, general member; 5/2025; 2 hours/month; 0 hours/trading; Help come up with ideas to better support current youth sports and possibly develop additional youth sports at the school. 6) Knights of Columbus Council #360; Not Investment-Related; Ashtabula, OH; Treasurer; 07/01/2026; 04 hours/ month; 0 hours/trading; Responsible for the safety and management of all council funds, including checking and savings accounts.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-16 |
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