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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
300 S Highland Springs Ave, Banning, CA 92220 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Riverside | CA | 03/2016 | 07/2017 |
| Bank Of America, N.A. | Riverside | CA | 03/2016 | 07/2017 |
| Verizon Wireless | Woodlands | CA | 05/2016 | 12/2016 |
| Amazon | San Bernadino | CA | 07/2017 | 07/2017 |
| Massachusetts Mutual Life Insurance Co | Riverside | CA | 03/2017 | 07/2017 |
| Jp Morgan Chase Bank | Rancho Mirage | CA | 08/2017 | 05/2021 |
| Jp Morgan Securities Llc | Rancho Mirage | CA | 08/2017 | 05/2021 |
| Study Sesh | Highland | CA | 08/2018 | 09/2019 |
| U.S. Bancorp Investments, Inc. | Beaumont | CA | 11/2021 | 02/2026 |
| U.S. Bank | Palm Desert | CA | 11/2021 | 07/2023 |
| Unemployed | Redlands | CA | 05/2021 | 11/2021 |
| U.S. Bancorp Advisors, Llc | Beaumont | CA | 02/2026 | Present |
1) United States Army National Guard; not investment-related; San Luis Obispo, CA; U.S. Military; Officer Candidate and Member to the IAC DOD ; 11/01/2021 - June 2023 - August 2024 Officer Candidate School Training (1 weekend per month/2 weeks in August 2024); 72 hours/month & 2 weeks/4 months of annual training; 0 hours/trading; management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-13 |
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