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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 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
25972 Muirlands Blvd, Mission Viejo, CA 92691 • United States
25276 Marguerite Pkwy, Mission Viejo, CA 92692 • United States
22012 El Paseo, Rancho Santa Margarita, CA 92688 • United States
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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Irvine | CA | 08/2016 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Irvine | CA | 08/2016 | 05/2018 |
| Jp Morgan Chase Bank, N.A. | Aliso Viejo | CA | 05/2018 | 06/2024 |
| Jp Morgan Securities, Llc | Aliso Viejo | CA | 05/2018 | 06/2024 |
| U.S. Bancorp Investments Inc. | Mission Viejo | CA | 06/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Mission Viejo | CA | 02/2026 | Present |
1) Charles & Carmen Calaway Rental Vacation Home; Investment-related; Grand Cayman Island; Rental Property; Property co-owner; 2006; 1 hour/month; 0 hours/trading; None - 100% managed by property managers. 2)Charles & Carmen Calaway Inherited Prop.; Investment-related; Las Pinas, Philippines; Rental property; Property co-owner; 2024; 1 hour/month; 0 hours/trading; None - 100% managed by property managers. 3) Davao City 1 Philippines Rental Prop.; Investment-related; Toril, Davao Del Sur, Philippines; Rental Property; Owner; 07/01/2026; 2 hours/month; 0 hours/trading; For checks and balances; I review/audit the bank account once a month at weekend.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-04 |
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