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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
4505 Sw Hall Blvd, Beaverton, OR 97005 • United States
8205 Sw Beaverton-Hillsdale Hwy, Portland, OR 97225 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Portland | OR | 10/2010 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Portland | OR | 02/2026 | Present |
1) Dream Factory of Oregon; not investment-related; Lake Oswego, OR; Non profit helping children with terminal illness; Board Member; 8/15/2013; 10 hours/month; 0 hours/trading; fundraising, clerical work, board meetings, reviewing applications.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-19 |
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