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RIA / WealthAdvisordual registered (broker-dealer)35 years in industry

Joseph Lee Hoffmeyer

Advisor at U.S. BANCORP ADVISORS, LLC

Saint Paul, MN | Sturgeon Bay, WI

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Search this name across graphsid dfx:ria:24c1a141-2a29-db91-4ba3-5d78c256eecd

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jul 7, 1998 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: U.S. BANCORP ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 7, 1990earliest registration or exam on IAPD
Years in industry: 35derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S65|S66|S63
First exam: Dec 7, 1990
First registration: Jul 7, 1998
Dual registered: yes, broker-dealer
Other names: Joseph Hoffmeyer|Joseph L Hoffmeyer
IAPD individual key: 1577022

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Feb 13, 2026	n/a	yes	Saint Paul, MN\|Sturgeon Bay, WI	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	May 19, 2020	Feb 13, 2026	no	Glendale, MO\|Sturgeon Bay, WI\|Saint Paul, MN\|Chesterfield, MO\|Charlotte, NC\|Kansas City, MO\|Saint Louis, MO\|Saint Paul, MN\|Saint Louis, MO\|Sturgeon Bay, WI\|Glendale, MO\|Sturgeon Bay, WI	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Dec 6, 2012	May 15, 2019	no	CLAYTON, MO\|SAINT LOUIS, MO\|NEW YORK, NY\|Clayton, MO\|CLAYTON, MO\|CHICAGO, IL	Previous registration
ADVICE AND PLANNING SERVICES	Bd affiliated wealth	Apr 6, 2005	Jun 21, 2005	no	NEW YORK, NY	Previous registration
TIAA-CREF TRUST COMPANY, FSB	n/a	Jul 7, 1998	Jun 21, 2005	no	ST. LOUIS, MO	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

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
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	U.S. BANCORP INVESTMENTS, INC.	May 15, 2019	May 19, 2020	370	Firm change	Wirehouse to ibd
TIAA-CREF TRUST COMPANY, FSB	ADVICE AND PLANNING SERVICES	Jun 21, 2005	Apr 6, 2005	-76	Firm change after gap	Other
ADVICE AND PLANNING SERVICES	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jun 21, 2005	Dec 6, 2012	2,725	Firm change after gap	Other

Relationships

Registered with (5)

→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: current employment
Feb 13, 2026 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
May 19, 2020 to Feb 13, 2026factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Dec 6, 2012 to May 15, 2019factForm ADV
→ TIAA-CREF TRUST COMPANY, FSBRegistered adviserregistration: previous registration
Jul 7, 1998 to Jun 21, 2005factForm ADV
→ ADVICE AND PLANNING SERVICESRegistered adviserregistration: previous registration
Apr 6, 2005 to Jun 21, 2005factForm ADV

Dated events

No dated event names this entity yet.