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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
9460 Wilshire Blvd, Beverly Hills, CA 90212 • United States
60 Livingston Ave, Saint Paul, MN 55107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mufg Union Bank | Beverly Hills | CA | 08/2002 | 05/2023 |
| Unionbanc Investment Services | Los Angeles | CA | 03/2011 | 05/2023 |
| U.S. Bancorp Investments, Inc. | Beverly Hills | CA | 05/2023 | 02/2026 |
| U.S. Bank | Beverly Hills | CA | 05/2023 | Present |
| U.S. Bancorp Advisors, Llc | Beverly Hills | CA | 02/2026 | Present |
Bet Tzedek Legal Services; Not investment-related; Los Angeles, CA; Non-profit; Board Member; Director; 6/3/2025; 5-8 hours/month; 0 hours/trading; Contribute to fundraising efforts and perform duties as required by a particular board committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-24 |
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