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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
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Irvine | CA | 06/2011 | 03/2017 |
| Advocare International Lp | Plano | TX | 01/2014 | 09/2016 |
| Guardian Life Insurance Company Of America | Newport Beach | CA | 04/2017 | 12/2019 |
| Park Avenue Securities Llc | Newport Beach | CA | 06/2017 | 01/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2020 | 07/2020 |
| Northwestern Mutual Investment Services Llc | Newport Beach | CA | 01/2020 | 07/2020 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 03/2020 | 07/2020 |
| The Prudential Insurance Company Of America | Irvine | CA | 09/2020 | 04/2021 |
| Pruco Securities | Irvine | CA | 09/2020 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Laguna Niguel | CA | 04/2021 | 07/2023 |
| Wells Fargo Bank, Na | Laguna Niguel | CA | 04/2021 | 07/2023 |
| U.S. Bancorp Investments, Inc. | Lake Forest | CA | 08/2023 | 02/2026 |
| U.S. Bank | Lake Forest | CA | 08/2023 | Present |
| U.S. Bancorp Advisors, Llc | Lake Forest | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-03 |
| S63 | Uniform Securities Agent State Law Examination | 2013-06-18 |
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