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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
12950 Carmel Country Rd, San Diego, CA 92130 • United States
1555 Camino Del Mar, Del Mar, CA 92014 • United States
2830 Via De La Valle, Del Mar, CA 92014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | San Diego | CA | 08/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | San Diego | CA | 11/2016 | 01/2019 |
| First Republic Securities Company, Llc | San Diego | CA | 01/2019 | 05/2023 |
| First Republic Investment Management, Inc. | San Diego | CA | 01/2019 | 05/2023 |
| U.S. Bancorp Investments, Inc. | Del Mar | CA | 05/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Del Mar | CA | 02/2026 | Present |
1) Rady Children's Hospital Foundation Estates and Trust Council; Non Investment-related; San Diego, CA; Volunteering, advocacy, planning for financial support within community through current and deferred gifts; Member; 12/2019; 1 hour/ month; 0 hours/ trading; Attend meetings and assist clients that would like to support the cause by making charitable donations of cash and/ or appreciated stock either during lifetime or with legacy gifting. 2) The North County Estate Planning Council - San Diego; Non Investment-related; Carlsbad, CA; Serve the community by increasing public awareness of the need of competent estate planning; Member; 02/2020; 1 hour/ month; 0 hours/ trading; Attend meeting and network with other estate planning and financial professionals.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-30 |
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