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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 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
600 W Broadway, San Diego, CA 92101 • United States
344 Laurel St, San Diego, CA 92101 • United States
1201 5Th Ave, San Diego, CA 92101 • United States
4225 Genesse Ave, San Diego, CA 92117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mufg Union Bank | Chula Vista | CA | 06/2013 | 05/2023 |
| Unionbanc Investment Services | Coronado | CA | 08/2017 | 05/2023 |
| U.S. Bancorp Investments, Inc. | San Diego | CA | 05/2023 | 02/2026 |
| U.S. Bank | San Diego | CA | 05/2023 | 07/2023 |
| U.S. Bancorp Advisors, Llc | San Diego | CA | 02/2026 | Present |
(1) Rental Property; Investment-related; Chula Vista, CA; Rental Property; Property Owner; 07/2017; 0 hours/ month; 0 hours/ trading; Managing and maintaining the property. (2) Rental Property Income; Investment-related; San Diego, CA; Rental Property; Property Owner, 10/2024; 0 hours/month; 0 hours/trading; Managing and maintaining the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-09 |
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