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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Union Bank Of California | Santee | CA | 01/2003 | 05/2023 |
| U.S. Bank | San Diego | CA | 05/2023 | Present |
| U.S. Bancorp Investments, Inc. | San Diego | CA | 11/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | San Diego | CA | 02/2026 | Present |
1) Weibel Design & Construction; Non Investment-related; San Diego, CA; Contruction; Secretary; Treasurer; Spouse to Owner; 01/2010; 0 hours/ month; 0 hours/ trading; No active duties. Act in signing capacity on bank accounts. 2) ArtsBusXpress; Not Investment-Related; San Diego, CA; Student learning through field trips; No Ownership; 05/11/2026; Board Member; 06 hours/ month; 0 hours/trading; Attend monthly meetings Vote on board issues Strategize for the future Plan fundraising events. Vote on board issues Strategize for the future Plan fundraising events.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2024-02-05 |
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