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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2026-02-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Vacaville | CA | 04/2013 | 05/2018 |
| Wells Fargo Advisors Llc | Vacaville | CA | 04/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Vacaville | CA | 11/2016 | 05/2018 |
| U.S. Bank | Rocklin | CA | 05/2018 | 01/2022 |
| U.S. Bancorp Investments, Inc. | Brentwood | TN | 05/2018 | 11/2024 |
| U.S. Bancorp Investments, Inc. | Pleasant View | TN | 02/2025 | 02/2026 |
| U.S. Bank | Pleasant View | TN | 02/2025 | Present |
| U.S. Bancorp Advisors, Llc | Pleasant View | TN | 02/2026 | Present |
Self Proprietor / Online Seller; Not investment-related; Clarksville, TN; Online seller on web app; Sole proprietor/owner; 1/2024; 6 hours/month; 0 hours/trading; selling/shipping.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-07 |
| S63 | Uniform Securities Agent State Law Examination | 2013-03-12 |
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