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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-23 |
Branch Locations
800 Williamette St Suite 100, Eugene, OR 97401 • United States
55 W 29Th Ave, Eugene, OR 97405 • United States
20 Division Ave, Eugene, OR 97404 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Springfield | OR | 10/2012 | 03/2017 |
| Wells Fargo Clearing, Services | Eugene | OR | 05/2017 | 11/2025 |
| U.S. Bancorp Advisors, Llc | Eugene | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-23 |
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