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Advisor at U.S. BANCORP ADVISORS, LLC
Atlanta, GA | Carrollton, KY | Morehead, KY | Falmouth, KY | Maysville, KY
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 | Falmouth, KY|Maysville, KY|Maysville, KY|Atlanta, GA|Maysville, KY|Morehead, KY|Carrollton, KY | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Sep 21, 2017 | Feb 13, 2026 | no | Maysville, KY|Maysville, KY|Atlanta, GA|Maysville, KY|Augusta, KY|Morehead, KY|MOREHEAD, KY|Flemingsburg, KY|Maysville, KY|WALTON, KY|Carrollton, KY|VERONA, KY|Falmouth, KY | Previous registration |
| EDWARD JONES | National bd RIA | Nov 4, 2013 | Aug 31, 2017 | no | Maysville, KY | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 1, 2008 | Nov 4, 2013 | no | OWENSBORO, KY | Previous registration |
| A. G. EDWARDS & SONS, INC. | n/a | Oct 29, 2003 | Jan 1, 2008 | no | OWENSBORO, KY|ST. LOUIS, MO|OWENSBORO, KY | 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 |
| EDWARD JONES | U.S. BANCORP INVESTMENTS, INC. | Aug 31, 2017 | Sep 21, 2017 | 21 | Firm change | Other |
| WELLS FARGO ADVISORS | EDWARD JONES | Nov 4, 2013 | Nov 4, 2013 | 0 | Firm change | Wirehouse to ibd |
| A. G. EDWARDS & SONS, INC. | WELLS FARGO ADVISORS | Jan 1, 2008 | Jan 1, 2008 | 0 | Bulk transfer | Other |