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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
3720 S Sixth St, Klamath Falls, OR 97603 • United States
1242 Court St, Medford, OR 97501 • United States
131 E Main St, Medford, OR 97501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Medford | OR | 01/2016 | 10/2022 |
| U.S. Bancorp Investments, Inc. | Medford | OR | 11/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Medford | OR | 02/2026 | Present |
1) Sacred Heart Catholic School; Non Investment-related; Medford, OR; Catholic School; Seeking to join Advisory Council; Volunteer; 05/2023; 10 hours/ month; 0 hours/ trading; Give advice on the direction and influence the Catholic faith can permeate throughout the school community. 2) Providence Service Area Advisory Committee; Not investment-related; Medford, OR; This is the philanthropic arm of Providence Medical (a hospital) that supports local organizations financially. Every year they choose who to fund and what will make the most positive impact in the Rogue Valley area; Currently none, seeking to be an advisory member; 9/2023; 4 hours/month; 1 hour/trading; Give advice to the philanthropic arm of Providence on what local organizations can benefit from their funding. Organizations that provide available community resources example: Housing resources and utility assistance. 3) Esmeralda Angulo DBA Esmeralda Angulo; Investment-related; Medford, OR; Rental; Owner; 5/2025; 1 hour/month; 0 hours/trading; Collect rent from rental and maintain property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-16 |
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