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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 |
|---|---|---|---|---|
| City National Bank | Palo Alto | CA | 03/2016 | 11/2020 |
| Unemployed | Belmont | CA | 12/2020 | 01/2021 |
| Mufg Union Bank | San Jose | CA | 02/2021 | 05/2023 |
| Unionbanc Investment Services | San Jose | CA | 06/2021 | 05/2023 |
| U.S. Bancorp Investments, Inc. | Belmont | CA | 05/2023 | 02/2026 |
| U.S. Bank | Belmont | CA | 05/2023 | Present |
| U.S. Bancorp Advisors, Llc | Belmont | CA | 02/2026 | Present |
BizWorld Foundation; Not investment-related; San Mateo, CA; Nonprofit empowering youth; Board Member; 04/01/2026; 2 Hrs/Month; 0 Hrs/Trading; Quarterly meetings are virtual and one hour in length, with one in-person meeting annually.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-25 |
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