DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at U.S. BANCORP ADVISORS, LLC
Medford, OR | Central Point, OR | Ashland, OR | Grants Pass, OR
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 | Medford, OR|Grants Pass, OR|Central Point, OR|Ashland, OR | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Nov 4, 2022 | Feb 13, 2026 | no | Ashland, OR|Grants Pass, OR|Central Point, OR|Medford, OR | Previous registration |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | Apr 1, 2021 | Dec 1, 2022 | no | BROOKLYN, OH|Vancouver, WA|Medford, OR | Previous registration |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | No RAUM reported | Oct 26, 2020 | Mar 16, 2021 | no | MEDFORD, OR | Previous registration |
| KEY INVESTMENT SERVICES LLC | Bd affiliated wealth | May 10, 2016 | Sep 25, 2020 | no | Eugene, OR|Vancouver, WA|Eugene, OR|Springfield, OR|MEDFORD, OR|Medford, OR | 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 |
| KEY INVESTMENT SERVICES LLC | U.S. BANCORP INVESTMENTS, INC. | Dec 1, 2022 | Nov 4, 2022 | -27 | Firm change | Ibd to ibd |
| NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | KEY INVESTMENT SERVICES LLC | Mar 16, 2021 | Apr 1, 2021 | 16 | Firm change | Other |
| KEY INVESTMENT SERVICES LLC | NORTHWESTERN MUTUAL INVESTMENT SERVICES,LLC | Sep 25, 2020 | Oct 26, 2020 | 31 | Firm change | Other |