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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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | San Marcos | CA | 05/2015 | 11/2016 |
| Wells Fargo Bank, Na | San Marcos | CA | 10/2011 | 10/2023 |
| Wells Fargo Clearing Services, Llc | San Marcos | CA | 11/2016 | 10/2023 |
| U.S. Bancorp Investments, Inc. | Escondido | CA | 10/2023 | 02/2026 |
| U.S. Bank | Escondido | CA | 10/2023 | Present |
| U.S. Bancorp Advisors, Llc | Escondido | CA | 02/2026 | Present |
Rental Property; Investment-related; Temecula, CA; Rental Property. I will be renting out my home; Owner; Owner of rental property; 08/01/2026; 2 hours/month; 0 hours/trading; Collect rent. Maintain property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-07 |
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