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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-13 |
Branch Locations
900 Sw 5Th Ave, Portland, OR 97204 • United States
305 Ne 181St Ave, Portland, OR 97230 • United States
4100 Ne 122Nd Ave, Portland, OR 97230 • United States
7200 Ne Fremont, Portland, OR 97213 • United States
10220 Se Washington St, Portland, OR 97216 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Vancouver | WA | 05/2011 | 08/2017 |
| J.P. Morgan Securities Llc | Vancouver | WA | 10/2012 | 08/2017 |
| Lpl Financial, Llc | Vancouver | WA | 08/2017 | 07/2019 |
| Financial Advocates Investment Management | Vancouver | WA | 02/2018 | 07/2019 |
| U.S. Bancorp Investments, Inc. | Camas | OR | 07/2019 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Camas | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2012-05-21 |
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