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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2026-02-13 |
Branch Locations
8500 Greenwood Ave N, Seattle, WA 98103 • United States
1420 5Th Ave, Seattle, WA 98101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Kirkland | WA | 03/2016 | 11/2022 |
| Wells Fargo Clearing Services Llc | Kirkland | WA | 05/2017 | 11/2022 |
| U.S. Bank | Seattle | WA | 11/2022 | Present |
| U.S. Bancorp Investments, Inc. | Seattle | WA | 11/2022 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Seattle | WA | 02/2026 | Present |
1) Walker's POV LLC; Non Investment-related; Everett, WA; Equal Owner with Spouse; Managing Member; 07/2021; 10 hours/ month; 0 hours/ trading; Looking for potential land/ homes to purchase. 2) Cottage Catering LLC; Non Investment-related; Kent, WA; Microbakery/catering; Owner; 08/01/2025; 40 hours/month; 0 hours/trading; Baking and preparing charcuterie boards for sale.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-10 |
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