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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 | 2026-02-19 |
| CA | RA | APPROVED | 2026-02-13 |
Branch Locations
880 Jefferson St, Napa, CA 94559 • United States
2308 Magowan Dr, Santa Rosa, CA 95405 • United States
1200 Tennessee St, Vallejo, CA 94590 • United States
369 Third St, San Rafael, CA 94901 • United States
1307 Travis Blvd, Fairfield, CA 94533 • United States
1711 Grant Ave, Novato, CA 94945 • United States
848 Southampton Rd, Benicia, CA 94510 • United States
630 Las Gallinas Ave, San Rafael, CA 94903 • United States
367 Merchant St, Vacaville, CA 95688 • United States
6500 Commerce Blvd, Rohnert Park, CA 94928 • 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 |
|---|---|---|---|---|
| Lpl Financial Llc | Palo Alto | CA | 08/2016 | 11/2021 |
| California Bank & Trust / Zions Bank | Palo Alto | CA | 08/2016 | 11/2021 |
| U.S. Bancorp Investments, Inc. | Napa | CA | 11/2021 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Napa | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-17 |
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