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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 | Santa Clara | CA | 06/2016 | 11/2016 |
| Wells Fargo Bank, Na | Santa Clara | CA | 08/2014 | 04/2017 |
| Wells Fargo Clearing Services, Llc | Santa Clara | CA | 11/2016 | 04/2017 |
| Citigroup | San Francisco | CA | 04/2017 | 05/2021 |
| U.S. Bancorp Investments, Inc. | San Jose | CA | 06/2021 | 02/2026 |
| U.S. Bank | San Jose | CA | 06/2021 | Present |
| U.S. Bancorp Advisors, Llc | San Jose | CA | 02/2026 | Present |
1) YL Photography; Non Investment-related; San Jose, CA; Event Photography; Owner; Sole Proprietor; 11/2022; 10 hours/ month; 0 hours/ trading; Photographing events. 2) Greenwood Avenue N Rentals; Investment Related; Seattle, WA; Rental property; Landlord; 11/2023; 5 hours/mo; 0 hours/trading; Landlord, collecting rent, maintaining property to standards and seeking tenants.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-01-31 |
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