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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-02-13 |
| OH | RA | APPROVED | 2026-02-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 10/2016 | 11/2017 |
| Fidelity Investments | Covington | KY | 06/2014 | 10/2016 |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 10/2019 | 02/2026 |
| Pnc Bank | Loveland | OH | 10/2018 | 10/2019 |
| Receiving Severance / Homemaker | Aurora | IN | 11/2017 | 10/2018 |
| U.S. Bancorp Advisors, Llc | Cincinnati | OH | 02/2026 | Present |
| U.S. Bank | Cincinnati | OH | 03/2026 | Present |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-01 |
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