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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Bank | San Ramos | CA | 01/2010 | 12/2020 |
| Unionbanc Investment Services | San Ramon | CA | 03/2010 | 12/2020 |
| U.S. Bancorp Investments, Inc. | Pleasanton | CA | 06/2022 | 02/2026 |
| U.S. Bank | Pleasanton | CA | 06/2022 | Present |
| Unemployed | Pleasanton | CA | 12/2020 | 05/2022 |
| U.S. Bancorp Advisors, Llc | Pleasanton | CA | 02/2026 | Present |
1) Commercial Property (Pleasanton, CA); investment-related; Pleasanton, CA; commercial real estate; Trustee; building purchased 1990; 1 hour/month; 0 hours/trading; manage property account, general bill pay. 2) Commercial Real Estate (Fremont, CA); investment-related; Fremont, CA; commercial real estate; Trustee; property acquired 11/2006; 1 hour/month; 0 hours/trading; general bookkeeping. 3) Norcal Painting & Waterproofing Inc; not investment-related; Pleasanton, CA; commercial painting contractor; Authorized Signer; 11/2006; 0 hours/month; 0 hours/trading; back up signing authority on deposit/operating accounts. 4) Jimmy Rhoades Player Development LLC; Not investment-related; Pleasanton, CA; Basketball Coach/Skills Development; Authorized Signer; 8/15/2025; 0 hours/month; 0 hours/trading; authorized signer on the account to pay bills in case of emergency.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-19 |
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