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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2025-11-26 |
| CO | RA | APPROVED | 2025-10-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybank | Salt Lake City | UT | 10/2004 | 08/2020 |
| Key Investment Services | Salt Lake City | UT | 03/2018 | 08/2020 |
| Key Investment Services | Denver | CO | 08/2020 | 04/2024 |
| Key Bank Na | Salt Lake City | UT | 01/2025 | 04/2025 |
| Key Investment Services Llc | Brooklyn | OH | 01/2025 | 04/2025 |
| Unemployed | Salt Lake City | UT | 05/2024 | 12/2024 |
| U.S. Bancorp Investments, Inc. | Denver | CO | 04/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Denver | CO | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-26 |
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