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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-13 |
Branch Locations
910 O Ave, Anacortes, WA 98221 • United States
1508 Riverside Dr, Mount Vernon, WA 98273 • United States
836 Ne Midway Blvd, Oak Harbor, WA 98277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Valic Financial Advisors, Inc. | Seattle | WA | 08/2016 | 12/2016 |
| Key Investment Services | Burlington | WA | 03/2017 | 10/2023 |
| U.S. Bancorp Investments, Inc. | Anacortes | WA | 10/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Anacortes | WA | 02/2026 | Present |
1.) Rental Home; Investment-related; Sedro Woolley, WA; Rental; Owner; Manager; 03/2014; 0-5 Hours/Month; 0 Hours/Trading; Collect rent and do occasional maintenance. 2.) Carmines Creations (Resin Art); Not Investment-related; Burlington, WA; Resin Art/Jewelry; Artist/Occasional Sales; Owner; 04/2023; 10-20 Hours/Month; 0 Hours/Trading; Resin Art. 3.) Rental Apartment; Investment-related; Burlington, WA; Rental; Owner; 9/2025; 1 hour/month; 0 hours/trading; Collect rent, clean unit upon move out.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-08 |
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