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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED | 2026-02-13 |
Branch Locations
3620 Juan Tabo Blvd Ne, Albuquerque, NM 87111 • United States
600 W San Mateo Rd, Santa Fe, NM 87505 • United States
3787 Cerrillos Rd, Santa Fe, NM 87507 • United States
101 W Hill Ave, Gallup, NM 87301 • United States
5620 Wyoming Blvd Ne, Albuquerque, NM 87109 • United States
111 Lomas Blvd Nw, Albuquerque, NM 87102 • United States
9 W Gutierrez, Santa Fe, NM 87506 • United States
3000 Central Ave Se, Albuquerque, NM 87106 • United States
5001 Montgomery Blvd Ne, Albuquerque, NM 87109 • United States
7900 Jefferson St Ne, Albuquerque, NM 87109 • United States
1021 Paseo Del Pueblo Sur, Taos, NM 87571 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harrismycfo | Seattle | WA | 06/2010 | 01/2017 |
| Us Bank Private Wealth Management | Seattle | WA | 01/2017 | 04/2021 |
| Retired | Santa Fe | NM | 04/2021 | 11/2023 |
| U.S. Bancorp Advisors, Llc | Santa Fe | NM | 02/2026 | Present |
| U.S. Bancorp Investments, Inc. | Santa Fe | NM | 11/2023 | 02/2026 |
| U.S. Bank | Santa Fe | NM | 11/2023 | 02/2024 |
1.) Integrated Living Services; Not Investment-related; Kent, WA; Health services non-profit; President, Board of Directors; 10/2005; 12 Hours/Month; 12 Hours/Trading; Oversee the ongoing administrative and budgetary functions of the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-31 |
| S65 | Uniform Investment Adviser Law Examination | 2011-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-09 |
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