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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
9019 Appleway Ave, Spokane Valley, WA 99212 • United States
5207 W Clearwater Ave, Kennewick, WA 99336 • United States
621 E 30Th Ave, Spokane, WA 99203 • United States
1304 N Liberty Lake Rd, Liberty Lake, WA 99019 • United States
428 W Riverside Ave, Spokane, WA 99201 • United States
8851 E Trent Ave, Spokane, WA 99212 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Spokane Valley | WA | 05/2012 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Spokane Valley | WA | 02/2026 | Present |
1) The Pines Home Owner's Association; Non Investment-related; Spokane Valley, WA; Home Owner's Association; Board Member at Large; 12/2023; 2 hours/ month; 0 hours/ trading; Serve on board of home owner's association, prepare the annual budget, and review the monthly financials as prepared by the HOA management company. 2) Spokane Symphony; Non Investment-related; Spokane, WA; Non-profit to enrich the community through music; Board of Directors - Chair Elect; Volunteer; 07/2024; 10 hours/ month; 0 hours/ trading; Serve on the volunteer board of directors as Chair-Elect, assist with strategic planning, community relations, etc. 3) Spokane Estate Planning Council; Not Investment-Related; Spokane, WA; Professional Organization; 07/01/2026; Board Member, Chair of the Programming Committee; 02 hours/month; 0 hours/trading; Lead a small group of volunteer professionals (CPAs, estate planning attorneys, trust officers, etc.) to plan for the 4 dinner meetings that take place during the 2026/27 year. Additionally, I will help recruit speakers for the May 2027 continuing education forum/symposium. 3) Spokane County Republican Party; Not investment-related; Spokane, WA; Political advocacy; Precinct Committee Officer / Volunteer; 12/2024; 1 hour/month; 0 hours/trading; Participating in grassroots election of county party chair and officers.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-26 |
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