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Advisor at U.S. BANCORP ADVISORS, LLC
Lucas, OH | Lewis Center, OH | Columbus, OH
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 | Columbus, OH|Columbus, OH|Columbus, OH|Columbus, OH|Lewis Center, OH|Columbus, OH|Lucas, OH | Current employment |
| U.S. BANCORP INVESTMENTS, INC. | Former SEC adviser | Sep 30, 2016 | Feb 13, 2026 | no | SAINT PAUL, MN|COLUMBUS, OH|Columbus, OH|Hilliard, OH|Grove City, OH|COLUMBUS, OH|Columbus, OH|Columbus, OH|Hilliard, OH|COLUMBUS, OH|Lewis Center, OH|Columbus, OH|Columbus, OH|Columbus, OH|Columbus, OH|Lucas, OH|Shelby, OH|Grove City, OH|Reynoldsburg, OH|Columbus, OH|Columbus, OH|Columbus, OH|Washington Court House, OH|Hilliard, OH|CANAL WINCHESTER, OH|Pickerington, OH|Hilliard, OH|Columbus, OH | Previous registration |
| PNC WEALTH MANAGEMENT | Bd affiliated wealth | Nov 13, 2009 | Oct 5, 2016 | no | COLUMBUS, OH|COLUMBUS, OH|LEWIS CENTER, OH|DUBLIN, OH|LEWIS CENTER, OH | Previous registration |
| NATCITY INVESTMENTS, INC. | n/a | Jun 25, 2007 | Nov 13, 2009 | no | CANTON, OH|COLUMBUS, OH|COLUMBUS, OH|DUBLIN, OH | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Feb 18, 2003 | Aug 9, 2004 | no | COLUMBUS, OH | 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 |
| PNC WEALTH MANAGEMENT | U.S. BANCORP INVESTMENTS, INC. | Oct 5, 2016 | Sep 30, 2016 | -5 | Firm change | Other |
| NATCITY INVESTMENTS, INC. | PNC WEALTH MANAGEMENT | Nov 13, 2009 | Nov 13, 2009 | 0 | Bulk transfer | Other |
| UBS FINANCIAL SERVICES INC. | NATCITY INVESTMENTS, INC. | Aug 9, 2004 | Jun 25, 2007 | 1,050 | Firm change after gap | Other |