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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 | 2017-07-24 |
Branch Locations
521 E Bidwell St, Folsom, CA 95630 • United States
304 F St, Davis, CA 95616 • United States
200 Pringle Ave, Walnut Creek, CA 94596 • United States
1101 W Washington St, Tempe, AZ 85281 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Sacramento | CA | 04/2013 | 06/2017 |
| U.S. Bancorp Advisors, Llc | Walnut Creek | CA | 07/2017 | Present |
Newsletter; not investment-related; located in Walnut Creek, CA; Nature of Business - Newsletter for general public, topics to range from self-improvement to technology tips; Position - Owner; Title - Sole Proprietor; Start Date - 01/2025; 6 Hours/months; 0 Hours/months; Duties - Newsletter Writer and Editor.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-11-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-23 |
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