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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Deerfield | IL | 09/2018 | 09/2019 |
| Unemployed | Winnetka | IL | 09/2008 | 09/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2018 | 09/2019 |
| Fidelity Brokerage Services Llc | Schaumburg | IL | 11/2019 | 01/2021 |
| U.S. Bank | Saint Louis | MO | 11/2021 | Present |
| U.S. Bancorp Investments, Inc. | St. Louis | MO | 07/2022 | 02/2026 |
| Unemployed | Deer Park | IL | 01/2021 | 11/2021 |
| U.S. Bancorp Advisors, Llc | Saint Louis | MO | 02/2026 | Present |
Saint Joseph Catholic Church; Not investment-related; Clayton, MO; Catholic Parish; Member of the Financial Committee; Member; 06/2025; 2 hours/month; 1 hours/trading; Member of the finance committee, reviewing budget and planning for the future.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 1988-06-10 |
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