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RIA / WealthAdvisordual registered (broker-dealer)11 years in industry

Zachary Jonathan Ross

Advisor at U.S. BANCORP ADVISORS, LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d1f4416-c6ac-9ec3-63cd-cd561c1b5d07

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 1
On other graphs: 0
Observed: Jul 2, 2020 to Sep 15, 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: Jan 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S63
First exam: Dec 22, 2021
First registration: Jul 2, 2020
Dual registered: yes, broker-dealer
Other names: Zachary J Ross
IAPD individual key: 6972095

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 13, 2026	n/a	yes	Ada, OH\|Tiffin, OH\|Fremont, OH\|Sandusky, OH\|Van Wert, OH\|Oak Harbor, OH\|Botkins, OH\|Delphos, OH\|Fort Loramie, OH	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Oct 2, 2023	Feb 13, 2026	no	SAINT PAUL, MN\|Ada, OH\|Port Clinton, OH\|Anna, OH\|Tiffin, OH\|Van Wert, OH\|Fremont, OH\|Botkins, OH\|Delphos, OH\|Fort Loramie, OH\|Oak Harbor, OH\|Sandusky, OH	Previous registration
MONEY CONCEPTS ADVISORY SERVICE	Bd affiliated wealth	Jul 2, 2020	Sep 27, 2023	no	Toledo, OH\|PALM BEACH GARDENS, FL\|BELLEFONTAINE, OH\|PALM BEACH GARDENS, 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 13, 2026	Feb 13, 2026	0	Bulk transfer	Ibd to ibd
MONEY CONCEPTS ADVISORY SERVICE	U.S. BANCORP INVESTMENTS, INC.	Sep 27, 2023	Oct 2, 2023	5	Firm change	Ibd to ibd

Relationships

Registered with (3)

→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: current employment
Feb 13, 2026 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Oct 2, 2023 to Feb 13, 2026factForm ADV
→ MONEY CONCEPTS ADVISORY SERVICERegistered adviserregistration: previous registration
Jul 2, 2020 to Sep 27, 2023factForm ADV

Dated events

Occurred
Sep 27, 2023
Advisor changed firm
Zachary Jonathan Ross left Money Concepts Advisory Service for U.S. Bancorp Investments, Inc. (registered 2023-10-02)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:6d1f4416-c6ac-9ec3-63cd-cd561c1b5d07
First observed: Jul 2, 2020
Last observed: Sep 15, 2026 4 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Zachary Jonathan Ross

Advisor at U.S. BANCORP ADVISORS, LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:6d1f4416-c6ac-9ec3-63cd-cd561c1b5d07

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 1:59 PM UTC and rebuilt at most every 15 minutes.