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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Geneos Wealth Management | Portland | OR | 04/2006 | 12/2017 |
| Tpg Financial Advisors, Llc | Portland | OR | 05/1995 | 12/2017 |
| U.S. Bancorp Investments, Inc. | Gresham | OR | 01/2018 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Gresham | OR | 02/2026 | Present |
Rental Property; INVESTMENT RELATED; Portland, OR; Rental; Owner; 4/2015; 1 HRS/MTH; 0 HRS/TRADING; Property rented by son.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-02-01 |
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