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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
99 Almaden Blvd Ste 100, San Jose, CA 95113 • United States
60 Livingston Ave, Saint Paul, MN 55107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portland | OR | 10/2018 | 12/2018 |
| Keybank | Eugene | OR | 04/2016 | 02/2017 |
| University Of Oregon | Eugene | OR | 09/2012 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Portland | OR | 05/2019 | 07/2022 |
| Unemployed | Happy Valley | OR | 12/2018 | 05/2019 |
| Bank Of America, N.A. | Portland | OR | 07/2019 | 07/2022 |
| Ubs Financial Services Inc. | Portland | OR | 08/2022 | 05/2025 |
| U.S. Bank | San Jose | CA | 05/2025 | Present |
| U.S. Bancorp Investments, Inc. | San Jose | CA | 06/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | San Jose | CA | 02/2026 | Present |
Shergill; Not investment-related; San Jose, CA; Jewelry; Owner; 7/1/2025; 40 hours/month; 0 hours/trading; taking orders, processing orders and shipping orders for jewelry.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-14 |
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