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Advisor at U.S. BANCORP ADVISORS, LLC
Vancouver, WA
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 | Vancouver, WA | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Oct 21, 2019 | Feb 13, 2026 | no | Vancouver, WA|Vancouver, WA|Vancouver, WA | Previous registration |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Jul 2, 2018 | Aug 9, 2019 | no | PORTLAND, OR | 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 |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | U.S. BANCORP INVESTMENTS, INC. | Aug 9, 2019 | Oct 21, 2019 | 73 | Firm change | Wirehouse to ibd |