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Advisor at U.S. BANCORP ADVISORS, LLC
Minneapolis, 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 | Minneapolis, MN | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Nov 3, 2025 | Feb 13, 2026 | no | Minneapolis, MN | Previous registration |
| HUNTINGTON FINANCIAL ADVISORS | Bd affiliated wealth | Dec 8, 2021 | Aug 20, 2025 | no | Minnetonka, MN|Chicago, IL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 1, 2016 | Dec 1, 2021 | no | MINNEAPOLIS, MN|MINNEAPOLIS, MN|BLOOMINGTON, MN|MINNEAPOLIS, MN|TARPON SPRINGS, FL | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jan 3, 2011 | Oct 20, 2011 | no | MINNEAPOLIS, MN | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Jul 10, 2008 | Jan 3, 2011 | no | MINNEAPOLIS, MN|MINNEAPOLIS, MN|MINNEAPOLIS, MN | Previous registration |
| WELLS FARGO INVESTMENTS, LLC | n/a | Sep 1, 2004 | May 4, 2005 | no | WAYZATA, 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 |
| HUNTINGTON FINANCIAL ADVISORS | U.S. BANCORP INVESTMENTS, INC. | Aug 20, 2025 | Nov 3, 2025 | 75 | Firm change | Ibd to ibd |
| WELLS FARGO ADVISORS | HUNTINGTON FINANCIAL ADVISORS | Dec 1, 2021 | Dec 8, 2021 | 7 | Firm change | Wirehouse to ibd |
| WELLS FARGO INVESTMENTS, LLC | WELLS FARGO ADVISORS | Jan 3, 2011 | Jan 3, 2011 | 0 | Bulk transfer | Other |