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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
78435 Hwy 111, La Quinta, CA 92253 • United States
800 N Brand Blvd, Glendale, CA 91203 • 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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Palm Desert | CA | 09/2014 | 10/2022 |
| Coachella Truck Sales | Coachella California | CA | 08/2017 | 02/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Desert | CA | 11/2022 | 03/2023 |
| Ralphs Grocery Company | Palm Desert | CA | 02/2020 | 09/2020 |
| Bank Of America, N.A. | Palm Desert | CA | 11/2022 | 03/2023 |
| J.P. Morgan Securities Llc | Palm Springs | CA | 05/2023 | 04/2025 |
| Jpmorgan Chase Bank, N.A. | Palm Springs | CA | 05/2023 | 04/2025 |
| Unemployed | Palm Desert | CA | 04/2023 | 04/2023 |
| U.S. Bancorp Investments, Inc. | La Quinta | CA | 04/2025 | 02/2026 |
| U.S. Bank | La Quinta | CA | 04/2025 | Present |
| U.S. Bancorp Advisors, Llc | La Quinta | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-04 |
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