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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
50 Pointe Dr, Brea, CA 92821 • United States
60 Livingston Ave, Saint Paul, MN 55107 • United States
Yorba Linda, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pacific Life Insurance Company | Newport Beach | CA | 11/2012 | 09/2019 |
| Pacific Select Distributors | Newport Beach | CA | 11/2012 | 09/2019 |
| Sageview Advisory Group | Irvine | CA | 09/2019 | 01/2026 |
| Cetera Wealth Services, Llc | El Segundo | CA | 09/2019 | 01/2026 |
| Happy Flow Yoga | Placentia | CA | 07/2019 | 02/2021 |
| Core Power Yoga | Brea | CA | 03/2021 | Present |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 01/2026 |
| U.S. Bancorp Investments, Inc. | Brea | CA | 01/2026 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Brea | CA | 02/2026 | Present |
1) CorePower Yoga; Not Investment-related; Brea, CA; Yoga Instructor; Yoga Instructor; 03/01/2021; 16 hours/month; 0 hours/trading; I teach yoga.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2019-01-23 |
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