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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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank | San Francisco | CA | 10/2011 | 10/2016 |
| J.P. Morgan Securities Llc | San Francisco | CA | 10/2012 | 10/2016 |
| Citigroup | San Carlos | CA | 10/2016 | 06/2021 |
| U.S. Bancorp Investments, Inc. | Belmont | CA | 06/2021 | 02/2026 |
| U.S. Bank | Menlo Park | CA | 06/2021 | Present |
| U.S. Bancorp Advisors, Llc | Menlo Park | CA | 02/2026 | Present |
Rental Property; Investment-related; Walnut Creek, CA; Rental property; Owner; Owner; 09/2025; 1-2 hours/month; 0 hours/trading; Manage rental property, collect rent, address tenant maintenance requests.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-20 |
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