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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 | 2025-10-20 |
Branch Locations
60 Livingston Ave, Saint Paul, MN 55107 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tiaa-Cref Individual & Institutional Services, Llc | Lewisville | TX | 09/2007 | 09/2019 |
| Transamerica Life Insurance Company | Denver | CO | 01/2020 | 04/2023 |
| Unemployed | Dallas | TX | 10/2019 | 12/2019 |
| Transamerica Investors Securities Corporation | Denver | CO | 01/2020 | 04/2023 |
| U.S. Bancorp Investments, Inc. | Irving | TX | 07/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Irving | TX | 10/2025 | Present |
(1) Rental Property; Investment-related; Greenwood Village, CO; Rental Property; Co-Owner with spouse; Landlord; 08/2024; 2 hours/ month; 0 hours/ trading; Approve maintenance and repair requests by tenant. (2) De Corazon, LLC; not investment-related; Dallas, TX; Counseling practice; Consulting, LLC managing member with spouse; 03/2024; 1-2 hours/month; 0 hours/trading; Consulting regarding strategy.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-08-28 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-20 |
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