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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
9696 Baseline Rd, Rancho Cucamonga, CA 91701 • United States
11551 Foothill Blvd, Rancho Cucamonga, CA 91730 • United States
6644 Carnelian St, Rancho Cucamonga, CA 91701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Thrivent Investment Management Inc | Ontario | CA | 02/2003 | 10/2018 |
| Thrivent Financial For Lutherans | Appleton | WI | 05/2003 | 10/2018 |
| Citizens Business Bank | Ontario | CA | 10/2018 | 08/2022 |
| Lpl Financial Llc | Ontario | CA | 11/2018 | 08/2022 |
| U.S. Bancorp Investments, Inc. | Rancho Cucamonga | CA | 08/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Rancho Cucamonga | CA | 02/2026 | Present |
Rental Property; investment-related; Ontario, CA; single unit residential real estate rental; Trustee; 2015; 1 hour/month; 0 hours/trading; accounting duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-07 |
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