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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 20, 2019 | Feb 13, 2026 | no | Saint Paul, MN|Vancouver, WA|Portland, OR|KANSAS CITY, MO|Vancouver, WA|Sioux Falls, SD|SPOKANE, WA | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Dec 14, 2016 | Oct 31, 2019 | no | HAPPY VALLEY, OR|MILWAUKIE, OR|MILWAUKIE, OR|PORTLAND, OR|SALEM, OR|SALEM, OR|SALEM, OR|SALEM, OR|CLACKAMAS, OR|PORTLAND, OR|PORTLAND, OR|SCAPPOOSE, OR|PORTLAND, OR|ST. HELENS, OR|PORTLAND, OR|GRESHAM, OR|SANDY, OR|GRESHAM, OR|TROUTDALE, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|TIGARD, OR|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA|WASHOUGAL, WA|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|LAKE OSWEGO, OR|LAKE OSWEGO, OR|SALEM, OR|SALEM, OR|SILVERTON, OR|STAYTON, OR|WOODBURN, OR|CANBY, OR|MOLALLA, OR|Oregon City, OR|WILSONVILLE, OR|WILSONVILLE, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|ALOHA, OR|CORNELIUS, OR|Tualatin, OR|HILLSBORO, OR|Portland, OR|NEWBERG, OR|HILLSBORO, OR|SHERWOOD, OR|GRESHAM, OR|PORTLAND, OR|PORTLAND, OR|WEST LINN, OR|WEST LINN, OR|LAKE OSWEGO, OR|WEST LINN, OR|PORTLAND, OR|PORTLAND, OR|PORTLAND, OR|CLACKAMAS, OR|PORTLAND, OR|BEAVERTON, OR|PORTLAND, OR|BEAVERTON, OR|HILLSBORO, OR|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA|LONGVIEW, WA|VANCOUVER, WA|BATTLE GROUND, WA|VANCOUVER, WA|VANCOUVER, WA|VANCOUVER, WA|Vancouver, WA|VANCOUVER, WA|SALEM, OR|KEIZER, OR|MCMINNVILLE, OR|SALEM, OR|PORTLAND, OR|PORTLAND, OR|BEAVERTON, OR|HILLSBORO, OR|PORTLAND, OR|TIGARD, OR|BELLEVUE, WA|VANCOUVER, WA|CHEHALIS, WA|HAPPY VALLEY, OR|GRESHAM, OR|TROUTDALE, OR | Previous registration |
| J.P. MORGAN SECURITIES LLC | Wirehouse | Oct 1, 2012 | Nov 22, 2013 | no | BELLEVUE, WA | Previous registration |
| CHASE INVESTMENT SERVICES CORP. | Former SEC adviser | Jul 30, 2009 | Oct 1, 2012 | no | BELLEVUE, WA|SEATTLE, WA|SEATTLE, WA|BELLEVUE, WA | Previous registration |
| EQUITABLE ADVISORS, LLC | National bd RIA | Aug 1, 2008 | Mar 20, 2009 | no | BELLEVUE, WA | 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 |
| J.P. MORGAN SECURITIES LLC | U.S. BANCORP INVESTMENTS, INC. | Oct 31, 2019 | Dec 20, 2019 | 50 | Firm change | Wirehouse to ibd |
| CHASE INVESTMENT SERVICES CORP. | J.P. MORGAN SECURITIES LLC | Oct 1, 2012 | Oct 1, 2012 | 0 | Bulk transfer | Other |
| EQUITABLE ADVISORS, LLC | CHASE INVESTMENT SERVICES CORP. | Mar 20, 2009 | Jul 30, 2009 | 132 | Firm change | Other |