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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
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 | Santa Ana | CA | 08/2015 | 02/2022 |
| Wells Fargo Clearing Services, Llc | Santa Ana | CA | 09/2019 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Santa Ana | CA | 06/2021 | 02/2022 |
| Mufg Union Bank | Orange | CA | 02/2022 | 05/2023 |
| Unionbanc Investment Services | Orange | CA | 03/2022 | 05/2023 |
| U.S. Bancorp Investments, Inc. | Villa Park | CA | 05/2023 | 02/2026 |
| U.S. Bank | Villa Park | CA | 05/2023 | Present |
| U.S. Bancorp Advisors, Llc | Villa Park | MN | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-11 |
| S63 | Uniform Securities Agent State Law Examination | 2020-02-21 |
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