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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
2019 Richard Jones Rd, Nashville, TN 37215 • United States
4241 Harding Pike, Nashville, TN 37205 • United States
7612 Us Hwy 70 S, Nashville, TN 37221 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Yorba Linda | CA | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Yorba Linda | CA | 11/2016 | 04/2019 |
| U.S. Bancorp Investments, Inc. | Nashville | TN | 04/2019 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Nashville | TN | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1995-02-03 |
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