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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-13 |
Branch Locations
17601 Se 272Nd St, Covington, WA 98042 • United States
305 N Fourth Ave, Kent, WA 98032 • United States
14641 First Ave S, Burien, WA 98168 • United States
10231 Se 240Th St, Kent, WA 98031 • United States
5520 Martin Way E, Lacey, WA 98516 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Tacoma | WA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Tacoma | WA | 11/2016 | 01/2023 |
| U.S. Bancorp Investments, Inc. | Kent | WA | 01/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Kent | WA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 2001-09-07 |
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