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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-13 |
Branch Locations
42 Sw C St, Madras, OR 97741 • United States
1402 Adams, La Grande, OR 97850 • United States
221 Ne 3Rd St, Prineville, OR 97754 • United States
2000 Main St, Baker City, OR 97814 • United States
314 Sw Sixth St, Redmond, OR 97756 • United States
1309 12Th St, Hood River, OR 97031 • United States
401 Washington, The Dalles, OR 97058 • United States
207 Main St, Halfway, OR 97834 • United States
245 Se 2Nd St, Hermiston, OR 97838 • United States
105 Sw Court, Pendleton, OR 97801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Eugene | OR | 02/2010 | 11/2022 |
| Charles Schwab Bank, Ssb | Eugene | OR | 02/2010 | 11/2022 |
| Winestyles | Bend | OR | 10/2005 | 03/2017 |
| Mini Aussies Bend | Bend | OR | 11/2013 | 03/2017 |
| U.S. Bancorp Investments, Inc. | Redmond | OR | 11/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Redmond | OR | 02/2026 | Present |
1) Overseas Realty, LLC; Non Investment-related; Tulum, Mexico; Rental Real Estate; Sole Owner of LLC; President/ Member; 11/2021; 0 hours/ month; 0 hours/ trading; No active duties currently 2) Kiwanis Club - Redmond; Non Investment-related; Redmond, OR; Non-Profit; Board Member; Board Member; 10/2024; 4 hours/month; 0 hours/trading; Review grants and projects that benefit the children and young people in Redmond, OR.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1988-07-27 |
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