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Advisor at U.S. BANCORP ADVISORS, LLC
Portland, OR | Gresham, OR
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 | Gresham, OR|Portland, OR | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Oct 25, 2010 | Feb 13, 2026 | no | Camas, WA|Vancouver, WA|PORTLAND, OR|Saint Paul, MN|Gresham, OR|Prairie Village, KS|Gresham, OR|Gresham, OR|Portland, OR | Previous registration |
| PAULSON INVESTMENT COMPANY, LLC | Former SEC adviser | Mar 10, 2010 | Oct 27, 2010 | no | PORTLAND, OR | Previous registration |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Apr 4, 2007 | Mar 5, 2010 | no | Vancouver, 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 |
| PAULSON INVESTMENT COMPANY, LLC | U.S. BANCORP INVESTMENTS, INC. | Oct 27, 2010 | Oct 25, 2010 | -2 | Firm change | Other |
| U.S. BANCORP INVESTMENTS, INC. | PAULSON INVESTMENT COMPANY, LLC | Mar 5, 2010 | Mar 10, 2010 | 5 | Firm change | Other |