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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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Fresno | CA | 09/2015 | 12/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fresno | CA | 09/2015 | 12/2016 |
| Mufg Union Bank | Fresno | CA | 12/2016 | 03/2019 |
| Unionbanc Investment Services | Fresno | CA | 12/2016 | 03/2019 |
| Unemployed | Fresno | CA | 03/2019 | 05/2019 |
| California Bank & Trust (Zions Affiliation) | Fresno | CA | 05/2019 | 03/2023 |
| Lpl Financial Llc | Fresno | CA | 05/2019 | 03/2023 |
| U.S. Bank | Fresno | CA | 04/2023 | Present |
| U.S. Bancorp Investments, Inc. | Fresno | CA | 06/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Fresno | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2010-05-18 |
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