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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
1475 E Los Angeles Ave, Simi Valley, CA 93065 • United States
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 |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Tarzana | CA | 06/2015 | 01/2018 |
| Jpmorgan Chase Bank | Tarzana | CA | 06/2015 | 01/2018 |
| Wells Fargo Bank, Na | Lakewood | CA | 04/2018 | 08/2022 |
| Wells Fargo Clearing Services Llc | Lakewood | CA | 04/2018 | 08/2022 |
| Bmo Bank Na | Tempe | AZ | 08/2022 | 07/2024 |
| Bancwest Investment Services, Inc. | Woodland Hills | CA | 08/2022 | 07/2023 |
| Lpl Financial Llc | Woodland Hills | CA | 07/2023 | 07/2024 |
| U.S. Bancorp Investments, Inc. | Simi Valley | CA | 07/2024 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Simi Valley | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-16 |
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