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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 | 2026-02-13 |
Branch Locations
25642 Crown Valley Pkwy, Ladera Ranch, CA 92694 • United States
22831 Lake Forest Dr, Lake Forest, CA 92630 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Payassist Inc | Newport Beach | CA | 05/2021 | 07/2021 |
| United States House Of Representatives | Washington | DC | 09/2019 | 12/2019 |
| Island Stone | Watsonville | CA | 02/2019 | 08/2019 |
| Tesla Inc | Seaside | CA | 12/2017 | 02/2019 |
| Ideal Bar And Grill | Santa Cruz | CA | 03/2017 | 12/2017 |
| Munch | Santa Cruz | CA | 06/2017 | 09/2017 |
| University Of California Santa Cruz | Santa Cruz | CA | 09/2016 | 12/2020 |
| Maranatha High School | Pasadena | CA | 08/2015 | 09/2016 |
| Goldman Sachs | Irvine | CA | 08/2021 | 02/2023 |
| All Nation Homes | Torrance | CA | 12/2020 | 05/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Newport Beach | CA | 03/2023 | 12/2024 |
| Bank Of America, N.A. | Newport Beach | CA | 04/2023 | 12/2024 |
| U.S. Bancorp Investments, Inc. | Lake Forest | CA | 12/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Lake Forest | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-09-10 |
| S65 | Uniform Investment Adviser Law Examination | 2021-07-31 |
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