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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
9899 W Bell Rd, Sun City, AZ 85351 • United States
13753 W Bell Rd, Surprise, AZ 85374 • United States
3530 W Southern Ave, Phoenix, AZ 85041 • United States
9746 W Happy Valley Rd, Peoria, AZ 85383 • United States
3030 E Hwy 69, Prescott, AZ 86301 • 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 |
|---|---|---|---|---|
| Compass Bank | Birmingham | AL | 07/2010 | 03/2021 |
| Bbva Securities Inc. | Prescott | AZ | 05/2013 | 03/2021 |
| Bbva Compass Insurance Agency, Inc. | Austin | TX | 09/2010 | 03/2021 |
| Bbva Wealth Solutions Inc. | Prescott | AZ | 01/2017 | 03/2021 |
| Prudential Insurance Company Of America | Phoenix | AZ | 03/2021 | 05/2022 |
| Pruco Securities, Llc. | Phoenix | AZ | 03/2021 | 05/2022 |
| Comerica Securities, Inc. | Phoenix | AZ | 05/2022 | 06/2023 |
| U.S. Bancorp Investments, Inc. | Peoria | AZ | 06/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Peoria | AZ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-02 |
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