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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 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
8520 Old Troy Pike, Huber Heights, OH 45424 • United States
1 W Main St, Fairborn, OH 45324 • United States
3245 E Dayton Xenia Rd, Beavercreek, OH 45434 • United States
290 Xenia Towne Sq, Xenia, OH 45385 • United States
266 Xenia Ave, Yellow Springs, OH 45387 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 10/2017 | 08/2018 |
| Mick Lundy's State Farm | Beavercreek | OH | 06/2015 | 10/2017 |
| Unemployed | Xenia | OH | 08/2018 | 12/2018 |
| Lpl Financial Llc | Columbus | OH | 12/2018 | 03/2022 |
| Stratos Wealth Partners, Ltd | Columbus | OH | 12/2018 | 03/2022 |
| U.S. Bankcorp Investments, Inc. | Beavercreek | OH | 03/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Beavercreek | OH | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-15 |
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