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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
950 Florin Rd, Sacramento, CA 95831 • United States
621 Capitol Mall, Sacramento, CA 95814 • United States
6005 Florin Rd, Sacramento, CA 95823 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Turlock | CA | 04/2016 | 05/2021 |
| Bank Of The West | Turlock | CA | 04/2016 | 05/2021 |
| U.S. Bancorp Investments, Inc. | Elk Grove | CA | 06/2021 | 02/2026 |
| U.S. Bank | Davis | CA | 06/2021 | 01/2024 |
| U.S. Bancorp Advisors, Llc | Elk Grove | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 2012-06-30 |
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