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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 | 2026-04-06 |
| OR | RA | APPROVED | 2026-02-13 |
Branch Locations
1442 Ne Third, Bend, OR 97701 • United States
493 N Broadway Ave, Burns, OR 97720 • United States
86 Sw Century Dr, Bend, OR 97702 • United States
123 W Hood St, Sisters, OR 97759 • United States
175 Se Reed Market Rd, Bend, OR 97702 • United States
1025 Nw Bond St, Bend, OR 97703 • United States
51469 S Huntington Rd, La Pine, OR 97739 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Bend | OR | 07/2014 | 03/2023 |
| Securities America, Inc. | Bend | OR | 03/2023 | 06/2023 |
| Arbor Point Advisors | Bend | OR | 03/2023 | 06/2023 |
| U.S. Bancorp Investments, Inc. | Bend | OR | 06/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Bend | OR | 02/2026 | Present |
1) V-Stat LLC; Investment-related; Bend, OR; Wealth Management; Manager/ Owner; 04/2023; 0 hours/ month; 0 hours/ trading; Closed business where prior commission might still be received.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-29 |
| S66 | Uniform Combined State Law Examination | 2000-07-13 |
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