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RIA / WealthAdvisordual registered (broker-dealer)28 years in industry

Joseph William Lamont

Advisor at U.S. BANCORP ADVISORS, LLC

Cincinnati, OH | Lawrenceburg, IN | West Chester, OH | Fairfield, OH

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Search this name across graphsid dfx:ria:7740e282-3350-87a9-dd16-4dd5538f236e

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 9:19 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Nov 2, 2002 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: Dec 29, 1997earliest registration or exam on IAPD
Years in industry: 28derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 2
Exams: S66|S63
First exam: Dec 29, 1997
First registration: Nov 2, 2002
Dual registered: yes, broker-dealer
Other names: Joe Lamont
IAPD individual key: 2974262

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	Cincinnati, OH\|Cincinnati, OH\|West Chester, OH\|Fairfield, OH\|Lawrenceburg, IN\|Lawrenceburg, IN	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Jan 22, 2019	Feb 13, 2026	no	SAINT PAUL, MN\|FAIRFIELD, OH\|West Chester, OH\|Fairfield, OH\|Fairfield, OH\|Cincinnati, OH\|Cincinnati, OH\|DAYTON, OH\|Huber Heights, OH\|Fairborn, OH\|Xenia, OH\|Yellow Springs, OH\|Beavercreek, OH\|Cedarville, OH\|FAIRBORN, OH\|Lawrenceburg, IN\|Lawrenceburg, IN\|Dillsboro, IN	Previous registration
FIFTH THIRD SECURITIES, INC.	Bd affiliated wealth	Nov 21, 2006	Dec 7, 2018	no	NEWPORT, KY\|NEWPORT, KY\|CINCINNATI, OH\|CINCINNATI, OH\|CINCINNATI, OH\|CLEVES, OH\|BELLEVUE, KY\|ERLANGER, KY\|ERLANGER, KY\|BELLEVUE, KY	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	Jul 6, 2005	Oct 20, 2006	no	FLORENCE, KY\|FLORENCE, KY	Previous registration
BANC ONE SECURITIES CORPORATION	n/a	Nov 19, 2004	Jul 6, 2005	no	FLORENCE, KY	Previous registration
MORGAN STANLEY DW INC.	n/a	Nov 2, 2002	Oct 29, 2004	no	CINCINNATI, OH	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
FIFTH THIRD SECURITIES, INC.	U.S. BANCORP INVESTMENTS, INC.	Dec 7, 2018	Jan 22, 2019	46	Firm change	Ibd to ibd
CHASE INVESTMENT SERVICES CORP.	FIFTH THIRD SECURITIES, INC.	Oct 20, 2006	Nov 21, 2006	32	Firm change	Other
BANC ONE SECURITIES CORPORATION	CHASE INVESTMENT SERVICES CORP.	Jul 6, 2005	Jul 6, 2005	0	Bulk transfer	Other
MORGAN STANLEY DW INC.	BANC ONE SECURITIES CORPORATION	Oct 29, 2004	Nov 19, 2004	21	Firm change	Other

Relationships

Registered with (6)

→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: current employment
Feb 13, 2026 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Jan 22, 2019 to Feb 13, 2026factForm ADV
→ FIFTH THIRD SECURITIES, INC.Registered adviserregistration: previous registration
Nov 21, 2006 to Dec 7, 2018factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
Jul 6, 2005 to Oct 20, 2006factForm ADV
→ BANC ONE SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Nov 19, 2004 to Jul 6, 2005factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Nov 2, 2002 to Oct 29, 2004factForm ADV

Dated events

No dated event names this entity yet.