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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank, Na | Montrose | CO | 10/2014 | 04/2021 |
| Wells Fargo Clearing Services, Llc | Montrose | CO | 02/2017 | 04/2021 |
| U.S. Bancorp Investments, Inc. | Montrose | CO | 06/2022 | Present |
| U.S. Bank | Montrose | CO | 04/2021 | Present |
| U.S. Bancorp Advisors, Llc | Montrose | CO | 01/2026 | Present |
Turo; Non Investment-related; Montrose, CO; Rent personal car; Host; 01/2023; 5 hours/ month; 0 hours/ trading; Drop off car to renter, pick it up, keep it clean.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2017-05-24 |
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