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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Umpqua Bank | Vancouver | WA | 05/2014 | 04/2023 |
| Umpqua Investments, Inc. | Vancouver | WA | 09/2015 | 04/2021 |
| Umpqua Bank | Vancouver | WA | 03/2023 | 04/2023 |
| Cetera Investment Services Llc | St Cloud | MN | 03/2023 | 04/2023 |
| Cetera Investment Advisers Llc | Vancouver | WA | 03/2023 | 04/2023 |
| U.S. Bank | Vancouver | WA | 04/2023 | Present |
| U.S. Bancorp Investments, Inc. | Vancouver | WA | 06/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Vancouver | WA | 02/2026 | Present |
Southwest Washington Community Foundation; Not Investment-related; Vancouver, WA; Professional Advisory Council; Member; 2020; 1 Hour/Month; 0 Hours/Trading; Our group meets twice annually to discuss community needs and topics. There is generally a guest speaker from the community to highlight relevant topics to our committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-08 |
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