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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_RES | 2026-02-13 |
Branch Locations
25050 Hancock Ave, Murrieta, CA 92562 • United States
31990 Temecula Pkwy, Temecula, CA 92592 • United States
27280 Jefferson Ave Suite 100, Temecula, CA 92590 • 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 | Redlands | CA | 02/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Redlands | CA | 11/2016 | 11/2020 |
| U.S. Bancorp Investments, Inc. | Temecula | CA | 11/2020 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Temecula | CA | 02/2026 | Present |
Rental Property; Investment-related; Hemet, CA; Rental property; Co-TTEE; 10/1/2025; 0 hours/month; 0 hours/trading; Helping to rent out father's house.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-23 |
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