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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 |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Cupertino | CA | 01/2009 | 01/2021 |
| Wells Fargo Advisors Llc | San Leandro/Campbell | CA | 01/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Cupertino | CA | 11/2016 | 01/2021 |
| U.S. Bancorp Investments, Inc. | San Jose | CA | 06/2021 | 02/2026 |
| U.S. Bank | San Jose | CA | 06/2021 | Present |
| Unemployed | San Jose | CA | 01/2021 | 06/2021 |
| U.S. Bancorp Advisors, Llc | San Jose | CA | 02/2026 | Present |
1) Landlord; investment-related; San Jose, CA; Landlord; Owner; 3/2016; 1 hour/month; 0 hours/trading; landlord. 2) Landlord; investment-related; San Jose, CA; Landlord; Owner; 1/2016; 1 hour/month; 0 hours/trading; landlord.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2010-12-09 |
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