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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
302 State St, Salem, OR 97301 • United States
3485 Commercial St Se, Salem, OR 97302 • United States
3995 Devonshire Ave Ne, Salem, OR 97305 • United States
335 E Third St, Mcminnville, OR 97128 • United States
1110 Wallace Rd Nw, Salem, OR 97304 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Portland | OR | 11/2015 | 12/2017 |
| Jpmorgan Chase Bank, N.A. | Salem | OR | 04/2018 | 02/2019 |
| J.P. Morgan Securities Llc | Salem | OR | 04/2018 | 02/2019 |
| Healthy Cooking, Llc | Bend | OR | 01/2016 | 04/2018 |
| U.S. Bancorp Investments, Inc. | Salem | OR | 02/2019 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Salem | OR | 02/2026 | Present |
1) 777 Lodging LLC; investment-related; Sheridan, OR; AirBnB vacation rental with wine making experience; Owner; 10/1/2021; 1 hour/month; 0 hours/trading; collecting rent. 2) Cleveland Leasing LLC; investment-related; Sheridan, OR; property leasing and agricultural harvesting, no real estate, selling timber, selling wine grapes, leasing the land; Owner; 10/1/2021; 1 hour/month; 0 hours/trading; collecting rent. 3) Rental Property; Investment-Related; Dallas, OR; Rental Property; 04/01/2026; 01/ hours/month; 0 hours/trading; collecting rent. 4) Rental Property; Investment-Related; Dallas, OR; Rental Property; 06/01/2026; 01 hours/ month; 0 hours/trading; Collecting rent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-28 |
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