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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-06 |
| WA | RA | APPROVED | 2026-02-13 |
Branch Locations
1239 Water St, Port Townsend, WA 98368 • United States
6723 S 19Th St, Tacoma, WA 98466 • United States
2020 6Th St, Bremerton, WA 98337 • United States
134 E Seventh, Port Angeles, WA 98362 • United States
3916 N 26Th St, Tacoma, WA 98407 • United States
101 W Washington, Sequim, WA 98382 • United States
19245 10Th Ave Ne, Poulsbo, WA 98370 • United States
7101 Stinson Ave, Gig Harbor, WA 98335 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Tacoma | WA | 04/2015 | 11/2020 |
| U.S. Bank | Seattle | WA | 06/2015 | 07/2019 |
| Jarvis Financial | Federal Way | WA | 11/2020 | 06/2023 |
| U.S. Bancorp Investments, Inc. | Tacoma | WA | 07/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Tacoma | WA | 02/2026 | Present |
Alexander Lynch; Non Investment-related; Gig Harbor, WA; Payroll tax for Nanny; Owner; 01/2022; 4 hours/ month; 0 hours/ trading; Hire nanny, pay, verify work.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-20 |
| S65 | Uniform Investment Adviser Law Examination | 2015-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 2014-02-13 |
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