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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-02-13 |
| WA | RA | APPROVED | 2026-02-13 |
Branch Locations
870 S 38Th St, Tacoma, WA 98408 • United States
9310 Bridgeport Way Sw, Tacoma, WA 98498 • United States
402 S Capitol Way, Olympia, WA 98501 • United States
7020 Pacific Ave, Tacoma, WA 98408 • United States
727 Simpson Ave, Hoquiam, WA 98550 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Lacey | WA | 11/2016 | 05/2020 |
| Wells Fargo Clearing Services,Llc | Lacey | WA | 11/2018 | 05/2020 |
| Home Maker | Olympia | WA | 09/2014 | 11/2016 |
| Keybank | Shelton | WA | 05/2020 | 01/2022 |
| Key Investment Services | Shelton | WA | 06/2020 | 01/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 01/2022 | 02/2024 |
| U.S. Bancorp Investments, Inc. | Olympia | WA | 02/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Olympia | WA | 02/2026 | Present |
1) Blissful Ranch LLC; Non Investment-related; Olympia, WA; Horse Boarding; Managing Member; 08/2024; 10 hours/ month; 0 hours/ trading; Managing the barn.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-16 |
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