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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Mufg Union Bank | San Diego | CA | 02/2015 | 05/2023 |
| Unionbanc Investment Services | San Diego | CA | 04/2015 | 05/2023 |
| U.S. Bancorp Investments, Inc. | San Diego | CA | 05/2023 | 02/2026 |
| U.S. Bank | San Diego | CA | 05/2023 | Present |
| U.S. Bancorp Advisors, Llc | San Diego | CA | 02/2026 | Present |
Promises2Kids; Not Investment-related; San Diego, CA; Support for Foster Youth - health-education-financial support; Non-profit organization board; 02/23/2026; 03 hours/month; 0 hours/trading; Currently on the Capital Campaign committee and the annual Gala committee. Also volunteer for different events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-20 |
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