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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
923 Tahoe Blvd, Incline Village, NV 89451 • United States
10995 Donner Pass Rd, Truckee, CA 96161 • United States
2850 S Lake Tahoe Blvd, S Lake Tahoe, CA 96150 • United States
705 N Lake Blvd, Tahoe City, CA 96145 • United States
229 Kingsbury Grade, Stateline, NV 89449 • United States
525 Mcbean Park Dr, Lincoln, CA 95648 • 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 |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Auburn | CA | 02/2023 | 10/2023 |
| Wells Fargo Bank, Na | Auburn | CA | 03/2009 | 10/2023 |
| U.S. Bancorp Investments, Inc. | Lincoln | CA | 10/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Lincoln | CA | 02/2026 | Present |
Seniors First; Non Investment-related; Auburn, CA; Board Member; Non-Profit; 01/2019; 3 hours/ month; 0 hours/ trading; Attend monthly board meeting.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-11 |
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