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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Sioux City | IA | 02/2013 | 12/2022 |
| Wells Fargo Advisors Llc | Sioux City | IA | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Sioux City | IA | 11/2016 | 12/2022 |
| U.S. Bancorp Investments, Inc. | Sioux City | IA | 12/2022 | 02/2026 |
| U.S. Bank | Sioux City | IA | 12/2022 | Present |
| U.S. Bancorp Advisors, Llc | Sioux City | IA | 02/2026 | Present |
United Way of Siouxland; Non Investment-related; Sioux City, IA; Non-profit fundraising; Health and Finance Board; 06/2019; 1 hour/ month; 1 hours/ trading; Audit financials and sale business/ nonprofits for funding from the United Way.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-07 |
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