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Advisor at U.S. BANCORP ADVISORS, LLC
Del Mar, CA | San Diego, 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 | Feb 13, 2026 | n/a | yes | San Diego, CA|Del Mar, CA|Del Mar, CA | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | May 23, 2023 | Feb 13, 2026 | no | SAINT PAUL, MN|Rancho Santa Fe, CA|Del Mar, CA|Del Mar, CA|San Diego, CA | Previous registration |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Former SEC adviser | Jan 14, 2019 | May 26, 2023 | no | San Diego, CA | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | Jan 15, 2019 | no | SAN DIEGO, CA|RANCHO SANTA FE, CA|SAN DIEGO, CA|RANCHO SANTA FE, CA|LA MESA, CA | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Jul 1, 2005 | Jan 3, 2011 | no | SAN DIEGO, CA|SAN DIEGO, 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 |
| J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | U.S. BANCORP INVESTMENTS, INC. | May 26, 2023 | May 23, 2023 | -3 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | J.P. MORGAN PRIVATE WEALTH ADVISORS LLC | Jan 15, 2019 | Jan 14, 2019 | -1 | Firm change | Wirehouse to RIA |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 19616:108559:CA:2019-01-15 | Jan 15, 2019 | Jan 14, 2019 | LA MESA, CA | Firm change |