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Advisor at U.S. BANCORP ADVISORS, LLC
Greenfield, 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 | Greenfield, WI | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Apr 29, 2019 | Feb 13, 2026 | no | Greendale, WI|Greendale, WI|Greenfield, WI|Greenfield, WI | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Sep 1, 2015 | Apr 5, 2019 | no | MENOMONEE FALLS, WI|MILWAUKEE, WI|MILWAUKEE, 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 |
| WELLS FARGO ADVISORS | U.S. BANCORP INVESTMENTS, INC. | Apr 5, 2019 | Apr 29, 2019 | 24 | Firm change | Wirehouse to ibd |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:17868:WI:2019-03-26 | Apr 5, 2019 | Apr 29, 2019 | MILWAUKEE, WI | Firm change |