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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 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
2615 Cherry Ave, Signal Hill, CA 90755 • United States
12112 Valley View St, Garden Grove, CA 92845 • United States
3996 Ball Rd, Los Alamitos, CA 90720 • United States
23511 Paseo De Valencia, Laguna Hills, CA 92653 • United States
10942 Pine St, Los Alamitos, CA 90720 • United States
27211 La Paz Rd, Laguna Niguel, CA 92677 • United States
13070 Yale Ave, Irvine, CA 92620 • United States
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 |
|---|---|---|---|---|
| Schoolsfirst Fcu Aka Orange County Teachers Federal Credit Union | Santa Ana | CA | 08/2004 | 11/2017 |
| Cuna Brokerage Services, Inc. | Waverly | IA | 01/2007 | 11/2017 |
| U.S. Bancorp Investments, Inc. | Laguna Hills | CA | 11/2017 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Laguna Hills | CA | 02/2026 | Present |
Balboa Bay Club Board of Governors; not investment-related; Balboa Bay Club - Newport Beach, CA; private social Bay club; Balboa Bay Club Board of Governors; 8/23/2021; 8 hours/month; 2 hours/trading/month; role in development of Club policies, active participation at Board meetings (quarterly basis) and sub committees (monthly).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-28 |
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