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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 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
4610 Mission St, San Francisco, CA 94112 • United States
1998 Mountain Blvd, Oakland, CA 94611 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | San Francisco | CA | 03/2015 | 02/2026 |
| U.S. Bancorp Advisors, Llc | San Francisco | CA | 02/2026 | Present |
1) Epiphany Dance Theater; not investment-related; non profit organization: performing arts; Treasurer; 11/21/2017; 4 hours/month; 0 hours/trading; actively promote the brand and the company sponsored performances, research ways to minimize risk to the company and board of directors, reconcile and allocate budget to different projects, assist in longevity of the company's vision and mission statement. 2) In Home Support Services; not investment-related; Hayward, CA; care support for family member; Care Provider; 6/24/2021; 54 hours/month; 0 hours/trading; prepare meals, purchase groceries, ensure participant has living necessities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-14 |
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