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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 | 2026-02-13 |
Branch Locations
1608 Broadway St, El Cajon, CA 92021 • United States
580 N 2Nd St, El Cajon, CA 92021 • United States
5197 Waring Rd, San Diego, CA 92120 • United States
5500 Campanile Dr, San Diego, CA 92182 • United States
9760 Mission Gorge Rd, Santee, CA 92071 • United States
8630 Lake Murray Blvd, San Diego, CA 92119 • United States
9846 Campo Rd, Spring Valley, CA 91977 • United States
2910 Jamacha Rd, El Cajon, CA 92019 • United States
4771 Spring St, La Mesa, CA 91942 • United States
3123 Lemon Grove Ave, Lemon Grove, CA 91945 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank | San Diego | CA | 09/2005 | 01/2021 |
| U.S. Bancorp Investments, Inc. | La Mesa | CA | 12/2022 | 02/2026 |
| U.S. Bank | San Diego | CA | 12/2022 | 04/2025 |
| Chase Bank | La Jolla | CO | 01/2021 | 12/2022 |
| U.S. Bancorp Advisors, Llc | La Mesa | CA | 02/2026 | Present |
1) AIRBNB Rental; Investment-related; San Diego, CA; Home Rental; Owner; 05/2022; 5 hours/month; 0 hours/trading; Communication with renters on Airbnb platform and arrange cleaning services. 2) VRBO Rental; Investment-related; San Diego, CA; Vacation Rental; Owner; 10/15/2025; 2 hours/month; 0 hours/trading; Host guests for vacation rental. 3) TURO; Not Investment-related; San Diego, CA; Car Rental; Owner; 10/15/2025; 2 hours/month; 0 hours/trading; Car rental to AIRBNB and VRBO guests.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-02-28 |
| S66 | Uniform Combined State Law Examination | 2005-11-15 |
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