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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | San Francisco | CA | 05/2014 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | San Francisco | CA | 09/2016 | 06/2023 |
| Bank Of America, N.A. | San Francisco | CA | 10/2016 | 06/2023 |
| U.S. Bank | Sacramento | CA | 07/2023 | Present |
| U.S. Bancorp Investments, Inc. | Sacramento | CA | 07/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Sacramento | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-22 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-20 |
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