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Advisor at U.S. BANCORP ADVISORS, LLC
Kansas City, MO | Lees Summit, MO
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 | Kansas City, MO|Kansas City, MO|Lees Summit, MO|Kansas City, MO | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Sep 15, 2005 | Feb 13, 2026 | no | KANSAS CITY, MO|Kansas City, MO|Roeland Park, KS|KANSAS CITY, MO|Kansas City, MO|Kansas City, MO|KANSAS CITY, MO|Kansas City, MO|Kansas City, MO|Kansas City, MO|Louisville, KY|Kansas City, MO|Raytown, MO|Kansas City, MO|SAINT PAUL, MN|Lees Summit, MO | Previous registration |
| INVEST FINANCIAL CORPORATION | Former SEC adviser | Nov 22, 1999 | May 31, 2005 | no | SHAWNEE, KS | 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 |
| INVEST FINANCIAL CORPORATION | U.S. BANCORP INVESTMENTS, INC. | May 31, 2005 | Sep 15, 2005 | 107 | Firm change | Other |