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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mufg Union Bank | Encinitas | CA | 05/2016 | 05/2023 |
| Unionbanc Investment Services | Encinitas | CA | 01/2017 | 05/2023 |
| U.S. Bancorp Investments, Inc. | Del Mar | CA | 05/2023 | 02/2026 |
| U.S. Bank | Del Mar | CA | 05/2023 | Present |
| U.S. Bancorp Advisors, Llc | Del Mar | CA | 02/2026 | Present |
Project Next; Not investment-related; San Marcos, CA; Non-profit; Board Member/Board of Directors; 12/2/2025; 5 hours/month; 2 hours/trading; Establish future direction of the organization and provide the resources necessary to achieve. Establish short and long-term goals and monitor the progress. Attend board meetings and events. Be a liaison to the community.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-03-22 |
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