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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 |
|---|---|---|---|---|
| Morgan Stanley | Cincinnati | OH | 01/2018 | 06/2024 |
| Unemployed | Geneva | 05/2015 | 12/2017 | |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | 06/2024 |
| U.S. Bank | Cincinnati | OH | 07/2024 | Present |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 08/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Cincinnati | OH | 02/2026 | Present |
1) Cornell Club of Greater Cincinnati; Not investment-related; Ithaca, NY; Alumni Social Club; Advisory Board Member; 08/2017; 2 hours/month; 0 hours/trading; Attend monthly board meetings and help organize social events from time to time. 2) Hoxworth Blood Center; Not investment-related; Cincinnati, OH; Health/blood donations; Community Advisory Board Member, Vice Chair; 07/2021; 1 hour/month; 0.50 hours/trading; Attend quarterly meetings. Assist Hoxworth in serving the needs of patients, hospitals and blood donors. Advise the center on questions and policies regarding organizational and community relationships, to increase community involvement in blood donation activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-06 |
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