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Advisor at U.S. BANCORP ADVISORS, LLC
Sarasota, FL
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 17, 2026 | n/a | yes | Sarasota, FL | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Jan 17, 2019 | Feb 14, 2026 | no | CLAYTON, MO|SAINT PAUL, MN|Sarasota, FL|SPOKANE, WA|St. Louis, MO|Sioux Falls, SD | Previous registration |
| FORVIS MAZARS WEALTH ADVISORS, LLC | Independent wealth | Aug 31, 2004 | Jul 5, 2007 | no | ST. LOUIS, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U.S. BANCORP INVESTMENTS, INC. | U.S. BANCORP ADVISORS, LLC | Feb 14, 2026 | Feb 17, 2026 | 3 | Bulk transfer | Ibd to ibd |
| FORVIS MAZARS WEALTH ADVISORS, LLC | U.S. BANCORP INVESTMENTS, INC. | Jul 5, 2007 | Jan 17, 2019 | 4,214 | Firm change after gap | Other |