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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 | 2026-02-13 |
| WI | RA | APPROVED | 2026-02-13 |
Branch Locations
1121 E Geneva St, Delavan, WI 53115 • United States
720 N Lake Ave, Twin Lakes, WI 53181 • United States
101 E Walworth St, Elkhorn, WI 53121 • United States
303 Center St, Lake Geneva, WI 53147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Lake Geneva | WI | 03/2004 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Lake Geneva | WI | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-29 |
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