DFX Intelligence
Data Factory
Reading the graph
Reading the graph
Advisor at U.S. BANCORP ADVISORS, LLC
NEW YORK, NY
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 | NEW YORK, NY | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Apr 24, 2014 | Feb 13, 2026 | no | NEW YORK, NY|Minneapolis, MN|Weehawken, NJ | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Dec 22, 2010 | Mar 20, 2014 | no | MILLBURN, NJ|COLUMBUS, OH|PHILADELPHIA, PA|MILLBURN, NJ | 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 |
| PNC WEALTH MANAGEMENT | U.S. BANCORP INVESTMENTS, INC. | Mar 20, 2014 | Apr 24, 2014 | 35 | Firm change | Other |