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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 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
1080 E Bastanchury Rd, Fullerton, CA 92835 • United States
30000 Town Center Dr, Laguna Niguel, CA 92677 • United States
15377 Brookhurst St, Westminster, CA 92683 • United States
33621 Del Obispo, Dana Point, CA 92629 • United States
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 Na | Laguna Niguel | CA | 05/2013 | 08/2021 |
| Wells Fargo Clearing Services, Llc | Laguna Niguel | CA | 11/2013 | 08/2021 |
| J.P. Morgan Securities Llc | Rancho Santa Margarita | CA | 09/2021 | 05/2025 |
| Jp Morgan Chase Bank, N.A. | Rancho Santa Margarita | CA | 09/2021 | 05/2025 |
| U.S. Bancorp Investments, Inc. | Laguna Niguel | CA | 06/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Laguna Niguel | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-03 |
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