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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
1020 White Rock Rd, El Dorado Hills, CA 95762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Folsom | CA | 07/1999 | 04/2023 |
| Wells Fargo Advisors Llc | Folsom | CA | 05/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Folsom | CA | 11/2016 | 04/2023 |
| U.S. Bancorp Investments, Inc. | El Dorado Hills | CA | 06/2023 | 02/2026 |
| U.S. Bank | El Dorado Hills | CA | 06/2023 | Present |
| U.S. Bancorp Advisors, Llc | El Dorado Hills | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-03-03 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-10 |
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