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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
3498 Mount Diablo Blvd, Lafayette, CA 94549 • United States
1555 Mt Diablo Blvd, Walnut Creek, CA 94596 • 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 |
|---|---|---|---|---|
| First Republic Bank | Palo Alto | CA | 09/2006 | 10/2019 |
| U.S. Bancorp Investments, Inc. | Walnut Creek | CA | 10/2019 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Walnut Creek | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-12-01 |
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