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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 06/2018 | 10/2019 |
| Lennar Homes Of California | San Ramon | CA | 05/2017 | 08/2017 |
| University Of California, Berkeley - Department Of History | Berkeley | CA | 01/2015 | 09/2018 |
| University Of California, Berkeley | Berkeley | CA | 08/2014 | 05/2018 |
| Jpmorgan Chase Bank, N.A. | El Cerrito | CA | 12/2019 | 11/2022 |
| Jp Morgan Securities Llc | El Cerrito | CA | 12/2019 | 11/2022 |
| Remembermeattic (Ebay) | Richmond | CA | 11/2019 | Present |
| Julius Fang, Notary Public | Richmond | CA | 03/2022 | Present |
| Wells Fargo Clearing Services, Llc | San Francisco | CA | 11/2022 | 12/2024 |
| Wells Fargo Bank, Na | San Francisco | CA | 11/2022 | 12/2024 |
| U.S. Bank | Westerville | OH | 01/2025 | Present |
| U.S. Bancorp Investments, Inc. | Dublin | OH | 02/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Westerville | OH | 02/2026 | Present |
1) RememberMeAttic (eBay); Not investment-related; Columbus, OH; Re-sale of vintage toys, books & decor; Co-owner; 5/2018; 5 hours/month; 0 hours/trading; Buy vintage goods, list these items for sale online on eBay, and pack them to be shipped to customers. 2) U.S. Bank Trust NA; Not Investment-related; Westerville, OH; Providing notarization services to bank clients at no charge.; No Ownership; Notary Public; 08/05/2026; 01 hours/month; 01 hours/trading; Providing notarization services to bank clients at no charge.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-17 |
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