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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 |
Branch Locations
29 N Seventh, Cottage Grove, OR 97424 • United States
1620 Mohawk Blvd, Springfield, OR 97477 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bank | Coos Bay | OR | 11/2020 | 01/2022 |
| U.S. Bancorp Investments, Inc. | Springfield | OR | 06/2021 | 02/2026 |
| First Community Credit Union | Coquille | OR | 08/2015 | 08/2018 |
| First Community Insurance | Coquille | OR | 08/2018 | 10/2020 |
| U.S. Bancorp Advisors, Llc | Springfield | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-10-04 |
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