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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
190 S Rancho Santa Fe Rd, San Marcos, CA 92078 • United States
245 Vista Village Dr, Vista, CA 92083 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpm Chase Bank | Carlsbad | CA | 04/2016 | 01/2017 |
| Jp Morgan Securities Llc | Carlsbad | CA | 04/2016 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Carlsbad | CA | 01/2017 | 04/2022 |
| Bank Of America, N.A. | Carlsbad | CA | 01/2017 | 04/2022 |
| U.S. Bancorp Investments, Inc. | San Marcos | CA | 04/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Vista | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 2010-11-24 |
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