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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
7000 Se Milwaukie Blvd, Portland, OR 97202 • United States
300 E Powell, Gresham, OR 97030 • United States
38561 Proctor Blvd, Sandy, OR 97055 • United States
2541 Sw Cherry Park Rd, Troutdale, OR 97060 • United States
1225 Se Cesar Chavez Blvd, Portland, OR 97214 • 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 |
|---|---|---|---|---|
| Key Bank | Portland | OR | 01/2015 | 01/2017 |
| Key Investment Services | Portland | OR | 02/2015 | 01/2017 |
| Key Investment Services | Portland | OR | 01/2017 | 08/2018 |
| U.S. Bancorp Investments, Inc. | Gresham | OR | 08/2018 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Gresham | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-30 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-24 |
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