DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at U.S. BANCORP ADVISORS, LLC
Milwaukee, WI
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| U.S. BANCORP ADVISORS, LLC | Bd affiliated wealth | Feb 13, 2026 | n/a | yes | Milwaukee, WI | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Jun 13, 2022 | Feb 13, 2026 | no | Waukesha, WI|SAINT PAUL, MN|Milwaukee, WI | Previous registration |
| CHARLES SCHWAB & CO., INC. | National bd RIA | Jan 21, 2009 | Sep 27, 2018 | no | Milwaukee, WI|Brookfield, WI | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U.S. BANCORP INVESTMENTS, INC. | U.S. BANCORP ADVISORS, LLC | Feb 13, 2026 | Feb 13, 2026 | 0 | Bulk transfer | Ibd to ibd |
| CHARLES SCHWAB & CO., INC. | U.S. BANCORP INVESTMENTS, INC. | Sep 27, 2018 | Jun 13, 2022 | 1,355 | Firm change after gap | Ibd to ibd |