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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
22953 Twain Harte Dr, Twain Harte, CA 95383 • United States
2175 W Grant Line Rd, Tracy, CA 95377 • United States
292 Cherry Ln, Manteca, CA 95337 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pleasanton | CA | 09/2014 | 06/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2015 | 06/2018 |
| Bank Of The West | Ripon | CA | 06/2018 | 12/2021 |
| Bancwest Investment Services, Inc. | Ripon | CA | 06/2018 | 12/2021 |
| U.S. Bancorp Investments, Inc. | Manteca | CA | 12/2021 | 02/2026 |
| U.S. Bank | Modesto | CA | 12/2021 | 07/2023 |
| U.S. Bancorp Advisors, Llc | Manteca | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-31 |
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