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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 |
|---|---|---|---|---|
| Bancwest Investment Services | Portland | OR | 03/2016 | 03/2020 |
| Bank Of The West | Portland | OR | 03/2016 | 03/2020 |
| U.S. Bank | Portland | OR | 04/2020 | Present |
| U.S. Bancorp Investments, Inc. | Portland | OR | 04/2020 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Portland | OR | 02/2026 | Present |
With Love; not investment-related; Tigard, OR; non-profit providing resources for foster families for ages 0-6 years old; Board member; Member at large; 12/2024; 2 hours/month; 0 hours/trading; Go to board meetings and am charged with oversight of With Love's mission, setting policy, and supporting and promoting the organization.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-05-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-08 |
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