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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| WA | RA | APPROVED | 2026-02-13 |
Branch Locations
16480 Sw Boones Ferry Rd, Lake Oswego, OR 97035 • United States
333 S State St, Lake Oswego, OR 97034 • United States
430 Ne Adams St, Camas, WA 98607 • United States
19064 Wiilliamette Dr, West Linn, OR 97068 • United States
14800 Kruse Oaks Blvd, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Camas | WA | 05/2014 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Camas | WA | 02/2026 | Present |
Oregon Zoo Foundation; Not Investment Related; Portland, OR; The mission of the Oregon Zoo Foundation is to foster community pride and involvement in the Oregon Zoo and to secure financial support for the zoo's conservation, education and animal welfare programs; Board Member; 6/30/2020; 10 hours/month; 0 hours/trading; 5-7 board meeting per year.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-10 |
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