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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-08 |
| CA | RA | APPROVED | 2026-02-13 |
Branch Locations
5910 South St, Lakewood, CA 90713 • United States
2481 E Chapman Ave, Fullerton, CA 92831 • United States
911 N Harbor Blvd, Fullerton, CA 92832 • United States
11350 South St, Cerritos, CA 90703 • United States
8460 La Palma Ave, Buena Park, CA 90620 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Manhattan Beach | CA | 12/2012 | 02/2017 |
| Jpmorgan Securities Llc | Manhattan Beach | CA | 12/2012 | 02/2017 |
| U.S. Bank | Cerritos | CA | 02/2017 | 10/2023 |
| U.S. Bancorp Investments, Inc. | Fullerton | CA | 03/2017 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Fullerton | CA | 02/2026 | Present |
1) Florence Town Homes HOA Board of Directors; not investment-related; Downey, CA; Non-profit Home Owners Association; Secretary on the Board of Directors; 3/9/2017; 0 hours/month; 0 hours/trading; discuss homeowners' needs and meet once or twice a year pertaining to town homes' issues. 2) Rental Property; investment-related; Downey, CA; Rental; Owner; 4/20/2020; 1 hour/month; 0 hours/trading; owner/collecting rent. 3) Vacation/ Rental Home; Investment-related; Lake Arrowhead, CA; Joint owner with Spouse; 10/2022; 4 hours/month; 0 hours/trading; Spouse has active duties of handling communication and management of property through Airbnb, VRBO, Hot-Pads, etc.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-09 |
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