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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 05/2004 | 08/2021 |
| Bbva Wealth Solutions Inc. | Northglenn | CO | 10/2010 | 08/2021 |
| Bbva Securities Inc. | Northglenn | CO | 05/2013 | 08/2021 |
| Bbva Compass Insurance Ageny, Inc. | Austin | TX | 05/2004 | 08/2021 |
| Pnc Investments | Northglenn | CO | 08/2021 | 10/2021 |
| U.S. Bancorp Investments, Inc. | Denver | CO | 11/2021 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Denver | CO | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-02 |
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