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Advisor at U.S. BANCORP ADVISORS, LLC
Saint Paul, MN | Pleasant Hill, CA
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 | Aug 20, 2024 | n/a | yes | Saint Paul, MN|Pleasant Hill, CA | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Jan 29, 2019 | Feb 13, 2026 | no | WALNUT CREEK, CA|Saint Paul, MN|Concord, CA|Pleasant Hill, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Aug 5, 2016 | Jan 30, 2019 | no | WALNUT CREEK, CA|OAKLAND, CA|SAN FRANCISCO, CA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| U.S. BANCORP INVESTMENTS, INC. | U.S. BANCORP ADVISORS, LLC | Feb 13, 2026 | Aug 20, 2024 | -542 | Bulk transfer | Ibd to ibd |
| WELLS FARGO ADVISORS | U.S. BANCORP INVESTMENTS, INC. | Jan 30, 2019 | Jan 29, 2019 | -1 | Firm change | Wirehouse to ibd |