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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-02-13 |
| WA | RA | APPROVED | 2026-02-13 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | San Francisco | CA | 08/2006 | 05/2018 |
| Wells Fargo Advisors Llc | San Francisco | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2016 | 05/2018 |
| Mufg Union Bank | San Francisco | CA | 05/2018 | 10/2019 |
| Unionbanc Investment Services | San Francisco | CA | 05/2018 | 10/2019 |
| Wells Fargo Clearing Services, Llc | Coeur D'ALene | ID | 10/2019 | 06/2023 |
| Wells Fargo Bank, N.A. | Coeur D'ALene | ID | 10/2019 | 06/2023 |
| U.S. Bancorp Investments, Inc. | Spokane | WA | 06/2023 | 02/2026 |
| U.S. Bank | Spokane | WA | 06/2023 | Present |
| U.S. Bancorp Advisors, Llc | Spokane | WA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-25 |
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