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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 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
651 San Ramon Valley Blvd, Danville, CA 94526 • United States
3191 Danville Blvd, Alamo, CA 94507 • United States
3223 Crow Canyon Rd, San Ramon, CA 94583 • 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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Richmond | CA | 07/2010 | 03/2018 |
| J.P. Morgan Securities Llc | Richmond | CA | 10/2012 | 03/2018 |
| U.S. Bancorp Investments, Inc. | Danville | CA | 07/2018 | 02/2026 |
| Unemployed | San Lorenzo | CA | 03/2018 | 07/2018 |
| U.S. Bancorp Advisors, Llc | Danville | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-09-19 |
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