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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_RES | 2026-03-10 |
| WA | RA | APPROVED | 2025-09-26 |
Branch Locations
6723 S 19Th St, Tacoma, WA 98466 • United States
7101 Stinson Ave, Gig Harbor, WA 98335 • United States
101 W Washington, Sequim, WA 98382 • United States
2020 6Th St, Bremerton, WA 98337 • United States
134 E Seventh, Port Angeles, WA 98362 • United States
1239 Water St, Port Townsend, WA 98368 • United States
19245 10Th Ave Ne, Poulsbo, WA 98370 • United States
3916 N 26Th St, Tacoma, WA 98407 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Seattle | WA | 06/2016 | 02/2026 |
| U.S. Bancorp Investments, Inc. | Seattle | WA | 09/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Gig Harbo | WA | 02/2026 | Present |
YMCA Mill Creek; Everett WA; Non Investment-related; Non-profit; Board Member; 06/2014; 2 hours/ month; 0 hours/ trading; Advisory.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-03 |
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