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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
9460 Wilshire Blvd, Beverly Hills, CA 90212 • United States
60 Livingston Ave, Saint Paul, MN 55107 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services | Beverly Hills | CA | 01/2018 | 08/2019 |
| Wells Fargo Bank | Beverly Hills | CA | 01/2018 | 08/2019 |
| Wells Fargo Private Bank | Los Angeles | CA | 01/2016 | 01/2018 |
| Northern Trust Bank | Los Angeles | CA | 09/2019 | 06/2022 |
| Northern Trust Securities, Inc. | Los Angeles | CA | 09/2019 | 06/2022 |
| Truist Investment Services, Inc | Beverly Hills | CA | 07/2022 | 03/2025 |
| Lorenz Private Trustees | Temecula | CA | 06/2022 | 07/2022 |
| Truist Advisory Services, Inc. | Beverly Hills | CA | 07/2022 | 03/2025 |
| U.S. Bank | Beverly Hills | CA | 06/2025 | Present |
| U.S. Bancorp Investments, Inc. | Beverly Hills | CA | 08/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Beverly Hills | CA | 02/2026 | Present |
1) Palazzo Willaman Homeowners Association; Not investment-related; Los Angeles, CA; Home Owners Association; Board President; 04/2021; 5 Hours/month; 0 Hours/trading; Building related management and issues. 2) Zig Enterprises, LLC; Not investment-related; Missoula, MT; LLC for business; President; 8/23/2024; 0 Hours/month; 0 Hours/trading; Formed for business, which was never started.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-25 |
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