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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 | 2025-05-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Capital One | Seattle | WA | 09/2015 | 11/2016 |
| Country Capital Management Company | Bloomington | IL | 10/2016 | 02/2017 |
| U.S. Bancorp Investments, Inc. | Burien | WA | 05/2017 | 11/2022 |
| U.S. Bank | Seattle | WA | 03/2017 | 07/2019 |
| J.P. Morgan Securities Llc | Granite Bay | CA | 07/2023 | 05/2025 |
| Jpmorgan Chase Bank, N.A. | Granite Bay | CA | 07/2023 | 05/2025 |
| Eng Restaurants Inc | Seattle | WA | 08/2018 | 08/2018 |
| Capital One Investing, Llc | Seattle | WA | 02/2016 | 11/2016 |
| Northwest Sales Solution, Llc | Kent | WA | 03/2021 | Present |
| Uber | Seattle | WA | 03/2018 | 03/2021 |
| Country Capital Management | Bloomington | WA | 11/2016 | 02/2017 |
| Us Bancorp Investments | Burien | WA | 03/2017 | 11/2022 |
| U.S. Bancorp Advisors, Llc | Sacramento | CA | 05/2025 | Present |
1)RLM Properties LLC; Investment related-No; Scottsdale AZ; Rental Property, Air BnB and VRBO; Position-Owner/Partner; 09/2024; 0-10 hours/months; 0 hours/trading; Husband Rory Mathias is the Sole owner of the LLC and will be managing it. Assist in communicating with renters when husband is not available, along with communicating with house cleaners and home maintenance people. 2) Northwest Sales Solution, LLC; not investment-related; Kent, WA; Construction and Heavy Equipment Sales and Service; Owner; 3/2021; 20 hours/month; 0 hours/trading; administrative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2016-08-24 |
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