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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Bank Na | Modesto | CA | 10/2013 | 12/2021 |
| Wells Fargo Clearing Services Llc | Modesto | CA | 08/2017 | 12/2021 |
| First Republic Bank | Portland | OR | 12/2021 | 06/2023 |
| First Republic Securities Company, Llc | Portland | OR | 09/2022 | 06/2023 |
| First Republic Investment Management, Inc | Portland | OR | 09/2022 | 06/2023 |
| U.S. Bancorp Investments, Inc. | Vancouver | WA | 07/2023 | 02/2026 |
| U.S. Bank | Vancouver | WA | 07/2023 | Present |
| U.S. Bancorp Advisors, Llc | Vancouver | WA | 02/2026 | Present |
Ren-Locus; Non Investment-related; Vancouver, WA; Non-profit; Volunteer Tax Preparation; 02/2024; 32 hours/ month during Feb-Apr; 0 hours trading; Prepare tax returns for low-income individuals from Feb-April 15.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-11-09 |
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