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RIA / WealthAdvisordual registered (broker-dealer)13 years in industry

Jeffrey Francis Smith

Advisor at U.S. BANCORP ADVISORS, LLC

Palm Beach, FL

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Search this name across graphsid dfx:ria:332c0692-169f-a15e-d696-cf930c2a7982

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 6:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: May 8, 2013 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: May 3, 2013earliest registration or exam on IAPD
Years in industry: 13derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 1
Exams: S66
First exam: May 3, 2013
First registration: May 8, 2013
Dual registered: yes, broker-dealer
Other names: Jeffrey F Smith
IAPD individual key: 5464232

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 17, 2026	n/a	yes	Palm Beach, FL	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Sep 18, 2018	Feb 14, 2026	no	PALM BEACH, FL\|Palm Beach, FL\|SAINT PAUL, MN\|Hopkins, MN\|Palm Beach, FL\|SPOKANE, WA\|Sioux Falls, SD	Previous registration
TRUIST ADVISORY SERVICES, INC.	Bd affiliated wealth	Nov 7, 2016	Jul 3, 2018	no	PALM BEACH, FL	Previous registration
SUNTRUST INVESTMENT SERVICES, INC.	Former SEC adviser	Aug 17, 2015	Dec 31, 2016	no	PALM BEACH, FL	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	May 8, 2013	Aug 10, 2015	no	WEST PALM BEACH, FL	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 14, 2026	Feb 17, 2026	3	Bulk transfer	Ibd to ibd
TRUIST ADVISORY SERVICES, INC.	U.S. BANCORP INVESTMENTS, INC.	Jul 3, 2018	Sep 18, 2018	77	Firm change	Ibd to ibd
SUNTRUST INVESTMENT SERVICES, INC.	TRUIST ADVISORY SERVICES, INC.	Dec 31, 2016	Nov 7, 2016	-54	Bulk transfer	Other
FIFTH THIRD SECURITIES, INC.	SUNTRUST INVESTMENT SERVICES, INC.	Aug 10, 2015	Aug 17, 2015	7	Firm change	Other

Relationships

Registered with (5)

→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: current employment
Feb 17, 2026 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Sep 18, 2018 to Feb 14, 2026factForm ADV
→ TRUIST ADVISORY SERVICES, INC.Registered adviserregistration: previous registration
Nov 7, 2016 to Jul 3, 2018factForm ADV
→ SUNTRUST INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Aug 17, 2015 to Dec 31, 2016factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
May 8, 2013 to Aug 10, 2015factForm ADV

Dated events

No dated event names this entity yet.