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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 |
|---|---|---|---|---|
| Mufg Union Bank Na | Palo Alto | CA | 06/2016 | 03/2018 |
| Unionbanc Investment Services | Palo Alto | CA | 07/2016 | 03/2018 |
| Bancwest Investment Services | San Francisco | CA | 03/2018 | 05/2022 |
| Bank Of The West | San Francisco | CA | 03/2018 | 05/2022 |
| First Republic Securities Company, Llc | San Francisco | CA | 05/2022 | 01/2023 |
| First Republic Bank | San Francisco | CA | 05/2022 | 01/2023 |
| First Republic Investment Management, Inc | San Francisco | CA | 05/2022 | 01/2023 |
| U.S. Bancorp Investments, Inc. | San Carlos | CA | 04/2023 | 02/2026 |
| U.S. Bank | San Carlos | CA | 04/2023 | Present |
| U.S. Bancorp Advisors, Llc | San Carlos | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-17 |
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