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Advisor at U.S. BANCORP ADVISORS, LLC
Wayzata, MN
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 | Wayzata, MN | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Nov 7, 2019 | Feb 13, 2026 | no | Shakopee, MN|Prior Lake, MN|Wayzata, MN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Dec 5, 2017 | Oct 23, 2019 | no | MINNETONKA, MN|BLOOMINGTON, MN|EDINA, MN|WAYZATA, MN|MINNEAPOLIS, MN | 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 |
| WELLS FARGO ADVISORS | U.S. BANCORP INVESTMENTS, INC. | Oct 23, 2019 | Nov 7, 2019 | 15 | Firm change | Wirehouse to ibd |