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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | Ketchum | ID | 12/2002 | 06/2018 |
| Wells Fargo Advisors Llc | Ketchum | ID | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Ketchum | ID | 11/2016 | 06/2018 |
| U.S. Bank | Ketchum | ID | 06/2018 | Present |
| U.S. Bancorp Investments, Inc. | Ketchum | ID | 07/2018 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Ketchum | ID | 02/2026 | Present |
1) Rental Property; Investment-related; Ketchum, ID; Single Family Rental Property; Owner; 12/2018; 1 hour/month; 0 hours/trading; tenets do all maintenance, just available for large problems. 2) Warm Springs Rd Rental Property; Investment-related; Ketchum, ID; Rental property; Owner; 7/2025; 1hours/month; 0 hours/trading; Paying taxes, acquiring insurance.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-01-17 |
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