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.

Current firm

U.S. BANCORP ADVISORS, LLC

Current firm class

broker-dealer affiliated wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Mar 12, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

4

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 12, 2016

First registration

Mar 14, 2016

Dual registered

yes, broker-dealer

Other names

Steven Kuo|Stephen Kuo|Stephen Yuan-Liang Kuo|Steve Kuo|Stephen Y Kuo

IAPD individual key

6415842

• Occurred

  Jan 10, 2024
  Advisor changed firm

  Stephen Yuan-Liang Kuo left Charles Schwab & Co., Inc. for U.S. Bancorp Advisors, Llc (registered 2025-01-07)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:f6502ec6-ccfe-deae-9247-9968b9275746

First observed

Mar 14, 2016

Last observed

Sep 15, 2026 5 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.