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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 |
|---|---|---|---|---|
| Banc Of California Inc. | Calabasas | CA | 01/2016 | 04/2017 |
| Infinex Investments, Inc | Meriden | CT | 02/2017 | 04/2017 |
| Mufg Union Bank | Ventura | CA | 04/2017 | 10/2018 |
| Unionbanc Investment Services | Ventura | CA | 05/2017 | 10/2018 |
| U.S. Bank | Woodland Hills | CA | 10/2018 | Present |
| U.S. Bancorp Investments, Inc. | Woodland Hills | CA | 10/2018 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Woodland Hills | CA | 02/2026 | Present |
Spastic Children's Endowment Foundation; Not investment related; Woodland Hills, CA; Organization focused on children and adults with disabilities; Board Member; Board Member; 07/2023; 1 HR/MO; 0 HR/TRADING; Board member and help make decisions for allocation of funds.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-09 |
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