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Advisor at U.S. BANCORP ADVISORS, LLC
Half Moon Bay, CA | Millbrae, CA | San Bruno, 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 Bruno, CA|Millbrae, CA|Half Moon Bay, CA | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Nov 26, 2013 | Feb 13, 2026 | no | SAINT PAUL, MN|San Jose, CA|Los Gatos, CA|San Jose, CA|San Bruno, CA|SOUTH SAN FRANCISCO, CA|Millbrae, CA|San Francisco, CA|San Francisco, CA|PACIFICA, CA|Half Moon Bay, CA|SAN CARLOS, CA | Previous registration |
| E*TRADE CAPITAL MANAGEMENT, LLC | Former SEC adviser | Oct 23, 2013 | Dec 2, 2013 | no | ARLINGTON, VA | Previous registration |
| MORGAN STANLEY | Wirehouse | Jan 1, 2012 | Oct 15, 2013 | no | Palo Alto, 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 |
| E*TRADE CAPITAL MANAGEMENT, LLC | U.S. BANCORP INVESTMENTS, INC. | Dec 2, 2013 | Nov 26, 2013 | -6 | Firm change | Other |
| MORGAN STANLEY | E*TRADE CAPITAL MANAGEMENT, LLC | Oct 15, 2013 | Oct 23, 2013 | 8 | Firm change | Other |