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Advisor at U.S. BANCORP ADVISORS, LLC
Prior Lake, MN
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 | May 21, 2026 | n/a | yes | Prior Lake, MN | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Oct 21, 2024 | Nov 17, 2025 | no | EDEN PRAIRIE, MN|SAN DIEGO, CA|Eden Prairie, MN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 6, 2022 | Oct 22, 2024 | no | MINNEAPOLIS, MN|MINNEAPOLIS, MN|MINNEAPOLIS, MN|MINNEAPOLIS, MN|MINNEAPOLIS, MN|MINNEAPOLIS, MN|MINNEAPOLIS, MN | Previous registration |
| VOYA FINANCIAL ADVISORS, INC. | Bd affiliated wealth | Nov 9, 2017 | Nov 20, 2019 | no | BLOOMINGTON, MN|MINNEAPOLIS, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | U.S. BANCORP ADVISORS, LLC | Nov 17, 2025 | May 21, 2026 | 185 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | LPL FINANCIAL LLC | Oct 22, 2024 | Oct 21, 2024 | -1 | Firm change | Wirehouse to ibd |
| VOYA FINANCIAL ADVISORS, INC. | WELLS FARGO ADVISORS | Nov 20, 2019 | Dec 6, 2022 | 1,112 | Firm change after gap | Ibd to wirehouse |