DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at U.S. BANCORP ADVISORS, LLC
Vancouver, WA
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 | Vancouver, WA | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Dec 1, 2025 | Feb 13, 2026 | no | Vancouver, WA|Portland, OR | Previous registration |
| MOLINA WEALTH MANAGEMENT | n/a | Aug 6, 2024 | Dec 24, 2024 | no | HILLSBORO, OR | Previous registration |
| PRUCO SECURITIES, LLC | No RAUM reported | Jun 23, 2021 | Jun 27, 2023 | no | Mercer Island, WA | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 1, 2012 | Mar 26, 2020 | no | PORTLAND, OR|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Jan 1, 2010 | Oct 1, 2012 | no | MEDFORD, OR|COMMERCE CITY, CO|WHEAT RIDGE, CO|CANBY, OR|NEWBERG, OR|OREGON CITY, OR|TIGARD, OR|TIGARD, OR|PORTLAND, OR|CANBY, OR|TUALATIN, OR|LAKE OSWEGO, OR|SHERWOOD, OR|WILSONVILLE, OR|WEST LINN, OR|SALEM, OR|SUMNER, WA|PORTLAND, OR|PORTLAND, OR|MEDFORD, OR|LAKE OSWEGO, OR|BEAVERTON, OR|SILVERTON, OR|SALEM, OR|SALEM, OR|WOODBURN, OR|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA|EAGLE POINT, OR|JACKSONVILLE, OR|LEBANON, OR|LAKE OSWEGO, OR|WEST LINN, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|TUALATIN, OR|HILLSBORO, OR|SALEM, OR|LONGVIEW, WA|VANCOUVER, WA|ASHLAND, OR|REDMOND, OR|EUGENE, OR|MOLALLA, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|BEAVERTON, OR|NEWBERG, OR|SALEM, OR|LONGVIEW, WA|VANCOUVER, WA|BATTLE GROUND, WA|WASHOUGAL, WA|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA|SHADY COVE, OR|MEDFORD, OR|KLAMATH FALLS, OR|ALBANY, OR|BEND, OR|EUGENE, OR|EUGENE, OR|EUGENE, OR|PORTLAND, OR|PORTLAND, OR|SALEM, OR|EUGENE, OR|CLACKAMAS, OR|HAPPY VALLEY, OR|ALOHA, OR|MCMINNVILLE, OR|KEIZER, OR|VANCOUVER, WA|VANCOUVER, WA|KLAMATH FALLS, OR|ALBANY, OR|MILWAUKIE, OR|PORTLAND, OR|PORTLAND, OR|BEAVERTON, OR|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA|GOLD HILL, OR|PORTLAND, OR|CANBY, OR|SALEM, OR|PORTLAND, OR|GRESHAM, OR|PORTLAND, OR|ROSEBURG, OR|WILSONVILLE, OR|CLACKAMAS, OR|BEAVERTON, OR|CORNELIUS, OR|CANBY, OR|BEND, OR|PORTLAND, OR|GRANTS PASS, OR|BROOKINGS, OR|PORTLAND, OR|GRANTS PASS, OR|TIGARD, OR|PORTLAND, OR|TROUTDALE, OR|ST. HELENS, OR|OREGON CITY, OR|MILWAUKIE, OR|TIGARD, OR|CENTRAL POINT, OR|SPRINGFIELD, OR|SCAPPOOSE, OR|SPRINGFIELD, OR|MEDFORD, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|STAYTON, OR|CORVALLIS, OR|SPRINGFIELD, OR|SALEM, OR|BEAVERTON, OR|PRINEVILLE, OR|HILLSBORO, OR|BEND, OR|SHERWOOD, OR|CORVALLIS, OR|REDMOND, OR|MEDFORD, OR|SANDY, OR|EUGENE, OR|NEWPORT, OR|SALEM, OR|GRESHAM, OR|GOLD BEACH, OR|PORTLAND, OR|PORTLAND, OR|YREKA, CA|CRESCENT CITY, CA|MOUNT SHASTA, 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 | Feb 13, 2026 | 0 | Bulk transfer | Ibd to ibd |
| MOLINA WEALTH MANAGEMENT | U.S. BANCORP INVESTMENTS, INC. | Dec 24, 2024 | Dec 1, 2025 | 342 | Firm change | Other |
| PRUCO SECURITIES, LLC | MOLINA WEALTH MANAGEMENT | Jun 27, 2023 | Aug 6, 2024 | 406 | Firm change after gap | Other |
| J.P. MORGAN SECURITIES LLC | PRUCO SECURITIES, LLC | Mar 26, 2020 | Jun 23, 2021 | 454 | Firm change after gap | Wirehouse to ibd |
| CHASE INVESTMENT SERVICES CORP. | J.P. MORGAN SECURITIES LLC | Oct 1, 2012 | Oct 1, 2012 | 0 | Bulk transfer | Other |