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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, N.A. | Salem | OR | 09/2010 | 01/2022 |
| Wells Fargo Advisors Llc | Salem | OR | 03/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Salem | OR | 11/2016 | 01/2022 |
| U.S. Bancorp Investments, Inc. | Salem | OR | 01/2022 | 02/2026 |
| U.S. Bank | Salem | OR | 01/2022 | Present |
| U.S. Bancorp Advisors, Llc | Salem | OR | 02/2026 | Present |
1) M&D Products LLC; not investment-related; Salem, OR; Amazon Seller - third party seller on Amazon, purchasing inventory at wholesale and selling retail using Amazon FBA; Owner; 1/1/2016; 15 hours/month; 0 hours/trading; researching and purchasing inventory. 2) Rental Property; investment-related; Keizer, OR; rental property; Owner; 8/16/2016; typically 0 hours/month; 0 hours/trading; making general upkeep and maintenance decisions - a property management company is used to take care of the property. 3) Rental Property; investment-related; Salem, OR; rental property; Owner; 9/15/2017; typically 0 hours/month; 0 hours/trading; making general upkeep and maintenance decisions - a property management company is used to take care of the property.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2011-04-25 |
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