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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 |
|---|---|---|---|---|
| Wells Fargo Bank | Calabasas / Sherman Oaks | CA | 09/2003 | 11/2016 |
| Wells Fargo Advisors Llc | Calabasas | CA | 01/2011 | 11/2016 |
| Unionbanc Investment Services | Woodland Hills | CA | 11/2016 | 09/2018 |
| Mufg Union Bank | Woodland Hills | CA | 11/2016 | 09/2018 |
| U.S. Bank | Woodland Hills | CA | 11/2018 | Present |
| U.S. Bancorp Investments, Inc. | Woodland Hills | CA | 11/2018 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Woodland Hills | CA | 02/2026 | Present |
1) Prince Hope LLC.; Not Investment Related; Thousand Oaks, CA; Real Estate; Owner; 2008; 0 Hrs/ Month; 0 Hrs/Trading; No Specific Duties. 2) Boys & Girls Club of Greater Conejo Valley; Not Investment-related; Agoura Hills, CA; Non profit; Board Member; 10/2019; 4 hrs/month; 0 hrs/trading; Sit on the finance committee to try to sustain the business. 3) United Way; Not Investment-related; Los Angeles, CA; Non-profit; Board Member; 1/1/2026; 4 hrs/month; 0 hrs/trading; Board Member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-03-29 |
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