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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
30000 Town Center Dr, Laguna Niguel, CA 92677 • United States
15377 Brookhurst St, Westminster, CA 92683 • United States
1080 E Bastanchury Rd, Fullerton, CA 92835 • United States
33621 Del Obispo, Dana Point, CA 92629 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mufg Union Bank | San Clemente | CA | 05/2017 | 05/2023 |
| Wells Fargo Bank Na | San Clemente | CA | 01/2011 | 04/2017 |
| Unionbanc Investment Services | San Clemente | CA | 02/2018 | 05/2023 |
| U.S. Bancorp Investments, Inc. | Laguna Niguel | CA | 05/2023 | 02/2026 |
| U.S. Bank | San Clemente | CA | 05/2023 | 10/2024 |
| U.S. Bancorp Advisors, Llc | Laguna Niguel | CA | 02/2026 | Present |
Emo Generation; Non Investment-Related; Laguna Niguel, CA; Clothing design and sales at farmers markets and online; Partner; 50% Owner; 11/2023; 12 hours/month; 0/trading hours; Assisting with running pop up shop at local street markets and online sales, clothing design and product research.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-16 |
| S63 | Uniform Securities Agent State Law Examination | 2018-03-19 |
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