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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 |
|---|---|---|---|---|
| U.S. Bank | El Cajon | CA | 02/2014 | 03/2024 |
| U.S. Bancorp Investments, Inc. | El Cajon | CA | 10/2015 | 03/2024 |
| Ameriprise Financial Services, Llc | San Diego | CA | 03/2024 | 04/2024 |
| U.S. Bancorp Investments, Inc. | Santee | CA | 05/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Santee | CA | 02/2026 | Present |
Calculated Copy; Not-Investment-Related; Freelance Copywriting; Owner, Owner, Owner; 10/03/2019; 10 hours/month; 0 hours/trading; Writing original copy for small business owners (such as webs Us pages, product description pages, content for social media, and catchy slogans for ad campaign.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2015-11-30 |
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