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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-13 |
Branch Locations
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 Advisors | Greenwood Village | CO | 06/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenwood Village | CO | 11/2016 | 04/2017 |
| Wells Fargo Clearing Services, Llc | Brighton | CO | 09/2019 | 03/2021 |
| Wells Fargo Bank, Na | Brighton | CO | 06/2012 | 03/2021 |
| Positive Coaching Alliance | Mountain View | CA | 04/2017 | 07/2019 |
| U.S. Bank | Denver | CO | 03/2021 | Present |
| U.S. Bancorp Investments, Inc. | Denver | CO | 03/2021 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Denver | CO | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-11 |
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