Advisor moves

Arrivals at U.S. Bancorp Investments, Inc.

1,504 moves
AdvisorFromToTypeLeftRegistered
Paul Allen PhillipsSchwab Wealth Advisory, Inc. otherU.S. Bancorp Investments, Inc. BD affiliatedOtherMar 19, 2018Sep 5, 2018 (170 d)
James W ChoiJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 16, 2018Jul 23, 2018 (129 d)
Ann Marie CoghillU.S. Bancorp Advisors, LLC BD affiliatedU.S. Bancorp Investments, Inc. otherOtherMar 14, 2018Mar 12, 2018
Derrick Michael MeierThrivent Investment Management Inc. otherU.S. Bancorp Investments, Inc. BD affiliatedOtherMar 9, 2018Apr 11, 2018 (33 d)
Ji Yun WangScottrade Investment Management BD affiliatedU.S. Bancorp Investments, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 8, 2018May 11, 2018 (64 d)
Troy Carlton EmeottScottrade Investment Management BD affiliatedU.S. Bancorp Investments, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherMar 7, 2018May 1, 2018 (55 d)
David S. BergerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankMar 6, 2018Jan 7, 2019 (307 d)
Charles D DoddsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. otherOtherMar 2, 2018Mar 1, 2018
Tina Marie PreyerThrivent Investment Management Inc. otherU.S. Bancorp Investments, Inc. otherOtherMar 1, 2018Mar 2, 2018
Grover Cleaveland MusserMariner Wealth Advisors otherU.S. Bancorp Investments, Inc. BD affiliatedOtherFeb 23, 2018May 10, 2018 (76 d)
Grover Cleaveland MusserMariner otherU.S. Bancorp Investments, Inc. BD affiliatedOtherFeb 23, 2018May 10, 2018 (76 d)
Thomas K WalkeWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankFeb 21, 2018Oct 23, 2018 (244 d)
Tyler Patrick WhalenWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherFeb 21, 2018Feb 15, 2018
Teresa Dawn ClementsMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. otherOtherFeb 15, 2018Mar 5, 2018
Matthew Alan GolliherCetera Investment Advisers LLC otherU.S. Bancorp Investments, Inc. otherOtherFeb 14, 2018Feb 13, 2018
Joel Paul EriksonNorthland Asset Management otherU.S. Bancorp Investments, Inc. BD affiliatedOtherFeb 6, 2018May 4, 2018 (87 d)
Justin Bryan FeigalBmo Harris Financial Advisors, Inc otherU.S. Bancorp Investments, Inc. otherOtherJan 17, 2018Jan 25, 2018
Peter Gerard KoleskeBmo Harris Financial Advisors, Inc otherU.S. Bancorp Investments, Inc. otherOtherJan 16, 2018Feb 12, 2018
Rory Patrick CannonCharles Schwab & Co., Inc. national BDU.S. Bancorp Investments, Inc. otherOtherJan 16, 2018Jan 16, 2018
Deanna Lynn TuckerTpg Financial Advisors, LLC otherU.S. Bancorp Investments, Inc. otherOtherJan 5, 2018Jan 11, 2018
Christopher Michael ButlerMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. otherOtherDec 26, 2017Dec 19, 2017
Patrick Ryan WilkerAmeriprise Financial Services, LLC national BDU.S. Bancorp Investments, Inc. otherOtherDec 18, 2017Jan 26, 2018 (39 d)
Parand R BaillieWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankDec 15, 2017Feb 20, 2019 (432 d)
Richard GaffMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. otherOtherDec 15, 2017Mar 21, 2018 (96 d)
Bobby E CrouchMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankDec 14, 2017Jul 31, 2018 (229 d)
Benny EllerbePnc Wealth Management BD affiliatedU.S. Bancorp Investments, Inc. otherOtherDec 8, 2017Dec 20, 2017
Aaron PimentelMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. otherOtherDec 5, 2017Nov 28, 2017
Olexandra SuprunAmeriprise Financial Services, LLC national BDU.S. Bancorp Investments, Inc. otherOtherDec 5, 2017Dec 26, 2017
Ryan C BlyCommerce Brokerage Services, Inc otherU.S. Bancorp Investments, Inc. otherOtherDec 1, 2017Dec 4, 2017
Zelalem Baalu GirmaLPL Financial LLC independent RIAU.S. Bancorp Investments, Inc. BD affiliatedRIA to affiliated broker-dealer or bankNov 29, 2017Jan 30, 2019 (427 d)
Michael Robert GranjaCuna Brokerage Services, Inc. otherU.S. Bancorp Investments, Inc. otherOtherNov 27, 2017Nov 20, 2017
John O'ConnorsCuso Financial Services, L.P. otherU.S. Bancorp Investments, Inc. otherOtherNov 17, 2017Nov 30, 2017
Stephen Gregor StarkWaddell & Reed otherU.S. Bancorp Investments, Inc. otherOtherNov 10, 2017Nov 9, 2017
Charles Patrick SmithFifth Third Securities, Inc. otherU.S. Bancorp Investments, Inc. otherOtherNov 6, 2017Oct 31, 2017
Jeremy James DavisJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. otherOtherOct 25, 2017Oct 13, 2017
Stephen HeidenValic Financial Advisors, Inc. otherU.S. Bancorp Investments, Inc. otherOtherOct 23, 2017Oct 16, 2017
Allison Rose OsgoodSmedley Financial Services Inc otherU.S. Bancorp Investments, Inc. otherOtherOct 23, 2017Nov 20, 2017
Sophie IliescuU.S. Bancorp Advisors, LLC otherU.S. Bancorp Investments, Inc. otherOtherOct 17, 2017Oct 17, 2017
John Kendall SeedallJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. otherOtherOct 12, 2017Sep 22, 2017
Katherine Rae TrivisonnoCitizens Securities, Inc. otherU.S. Bancorp Investments, Inc. otherOtherOct 11, 2017Feb 2, 2018 (114 d)
Joseph Arnold VignoniWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherOct 6, 2017Oct 3, 2017
Robert BenderBancwest Investment Services, Inc. (Bwis) otherU.S. Bancorp Investments, Inc. otherOtherOct 3, 2017Sep 22, 2017
Grayson Castle BiggsWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherSep 13, 2017Sep 18, 2017
Forrest Brooks WilderWoven Capital, LLC state registeredU.S. Bancorp Investments, Inc. otherOtherSep 8, 2017Sep 14, 2017
Phillip Lee HylandEdward Jones national BDU.S. Bancorp Investments, Inc. otherOtherAug 31, 2017Sep 21, 2017
Zachary J. YankerEdward Jones national BDU.S. Bancorp Investments, Inc. otherOtherAug 29, 2017Oct 10, 2017 (42 d)
Steve LeeBancwest Investment Services, Inc. (Bwis) otherU.S. Bancorp Investments, Inc. otherOtherAug 21, 2017Sep 6, 2017
Steven Allen HorsleyStrategic Advisers LLC national BDU.S. Bancorp Investments, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherAug 7, 2017Dec 4, 2018 (484 d)
Christian Huy TranWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 4, 2017Mar 7, 2019 (580 d)
Matthew Innecken StroudWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherAug 3, 2017Aug 3, 2017
Scott Charles WillmsRobert W. Baird & Co. Incorporated otherU.S. Bancorp Investments, Inc. otherOtherJul 27, 2017Jul 24, 2017
Joseph JungMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankJul 24, 2017Jul 16, 2018 (357 d)
Stephen Tallmadge KernahanValic Financial Advisors, Inc. otherU.S. Bancorp Investments, Inc. otherOtherJul 21, 2017Jul 21, 2017
Robert St. Clair ChristmanTd Ameritrade, Inc. no RAUMU.S. Bancorp Investments, Inc. otherOtherJul 18, 2017Jul 25, 2017
Robert St. Clair ChristmanTd Ameritrade Investment Management, LLC otherU.S. Bancorp Investments, Inc. otherOtherJul 18, 2017Jul 25, 2017
Cynthia Ann GutzRBC Capital Markets, LLC national BDU.S. Bancorp Investments, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 17, 2017Apr 6, 2018 (263 d)
Daniel Patrick SchumannStifel, Nicolaus & Company, Incorporated national BDU.S. Bancorp Investments, Inc. otherOtherJul 13, 2017Dec 8, 2017 (148 d)
Lisa Jean HamiltonMoney Concepts Advisory Service otherU.S. Bancorp Investments, Inc. otherOtherJul 6, 2017Jul 10, 2017
Jeffrey FayPnc Wealth Management otherU.S. Bancorp Investments, Inc. otherOtherJul 5, 2017Jul 11, 2017
Gavin John CarterU.S. Bancorp Advisors, LLC otherU.S. Bancorp Investments, Inc. otherOtherJun 22, 2017Jun 13, 2017
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