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60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Gresham | OR | 06/2017 | 11/2023 |
| Us Bank | Gresham | OR | 10/2016 | 03/2017 |
| J.P. Morgan Securities Llc | Oregon City | OR | 12/2023 | 03/2025 |
| Jpmorgan Chase Bank Na | Oregon City | OR | 12/2023 | 03/2025 |
| Unemployed | Portland | OR | 08/2016 | 10/2016 |
| Unemployed | Portland | OR | 04/2017 | 06/2017 |
| U.S. Bancorp Investments, Inc. | Gresham | OR | 03/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Gresham | OR | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2024-03-12 |
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