Advisor moves

Arrivals at U.S. Bancorp Investments, Inc.

1,504 moves
AdvisorFromToTypeLeftRegistered
Charles Ross CampbellInvestment Professionals, Inc. otherU.S. Bancorp Investments, Inc. otherOtherAug 5, 2016Aug 11, 2016
Pejhmon KalantarWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherAug 2, 2016Aug 10, 2016
Luis-Diego QuirozJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. otherOtherJul 19, 2016Jul 7, 2016
Dustin RiesThrivent Investment Management Inc. otherU.S. Bancorp Investments, Inc. otherOtherJul 11, 2016Aug 8, 2016
Derek Jon HarrisAmeriprise Financial Services, LLC national BDU.S. Bancorp Investments, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJul 5, 2016Feb 22, 2022 (2058 d)
Nicholas Paul Anthony RubeoWaddell & Reed otherU.S. Bancorp Investments, Inc. otherOtherJun 28, 2016Aug 17, 2016 (50 d)
Michael D DunnStrategic Advisers LLC national BDU.S. Bancorp Investments, Inc. otherOtherJun 23, 2016Oct 3, 2016 (102 d)
Lora Gene LakatosWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherJun 16, 2016Aug 25, 2016 (70 d)
Roman Nestor CatliWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherJun 6, 2016Jun 3, 2016
Michael Pereira D'AlmeidaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. otherOtherJun 3, 2016Jun 3, 2016
John Marvin SchmittAmeriprise Financial Services, LLC national BDU.S. Bancorp Investments, Inc. otherOtherMay 26, 2016Jun 10, 2016
Edmond A MckoneWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherMay 17, 2016Jun 3, 2016
David Song DengWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherMay 13, 2016Jun 9, 2016
Nathan James AndersonThrivent Investment Management Inc. otherU.S. Bancorp Investments, Inc. otherOtherMay 11, 2016May 9, 2016
Benjamin Karl GarciaBok Financial Advisors otherU.S. Bancorp Investments, Inc. otherOtherApr 28, 2016Mar 31, 2016
Amber Dawn Wickersham-YeeMorgan Stanley wirehouseU.S. Bancorp Investments, Inc. otherOtherApr 27, 2016Jan 23, 2018 (636 d)
Bryan HatfieldRaymond James & Associates, Inc. national BDU.S. Bancorp Investments, Inc. otherOtherApr 13, 2016Apr 14, 2016
Scott Lee D'AmicoPnc Wealth Management otherU.S. Bancorp Investments, Inc. otherOtherMar 29, 2016Mar 29, 2016
John Mark RossUBS Financial Services Inc. wirehouseU.S. Bancorp Investments, Inc. otherOtherMar 23, 2016Mar 18, 2016
Laura Anne ZouchaTd Ameritrade Investment Management, LLC otherU.S. Bancorp Investments, Inc. otherOtherMar 23, 2016Mar 14, 2016
Laura Anne ZouchaTd Ameritrade, Inc. no RAUMU.S. Bancorp Investments, Inc. otherOtherMar 23, 2016Mar 14, 2016
Nathaniel D HochRBC Capital Markets, LLC national BDU.S. Bancorp Investments, Inc. otherOtherMar 16, 2016May 2, 2016 (47 d)
Lissette Carolina DamettaH. Beck, Inc. otherU.S. Bancorp Investments, Inc. otherOtherMar 9, 2016Mar 11, 2016
Les James MillerEdward Jones national BDU.S. Bancorp Investments, Inc. otherOtherMar 2, 2016Mar 1, 2016
Levi Adam ThomasCuso Financial Services, L.P. otherU.S. Bancorp Investments, Inc. otherOtherFeb 10, 2016Mar 7, 2016
Daniel Allan TeagueWoodbury Financial Services, Inc. otherU.S. Bancorp Investments, Inc. otherOtherFeb 5, 2016Jan 27, 2016
Jason Michael JuhlWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherFeb 4, 2016Jan 29, 2016
Ann Marie SenneRBC Capital Markets, LLC national BDU.S. Bancorp Investments, Inc. otherOtherFeb 3, 2016Oct 4, 2016 (244 d)
Jason Christopher Vander PolSilver Oak Securities, Inc. otherU.S. Bancorp Investments, Inc. otherOtherFeb 2, 2016Feb 1, 2016
Kristine RodarteLPL Financial LLC otherU.S. Bancorp Investments, Inc. BD affiliatedOtherFeb 1, 2016Sep 20, 2019 (1327 d)
Maxito Pierre IsenhowerEdward Jones national BDU.S. Bancorp Investments, Inc. otherOtherJan 14, 2016Jan 28, 2016
Nicole Marie FarboPnc Wealth Management otherU.S. Bancorp Investments, Inc. otherOtherJan 6, 2016May 26, 2017 (506 d)
Ricky BurroughsBmo Harris Financial Advisors, Inc otherU.S. Bancorp Investments, Inc. BD affiliatedOtherJan 6, 2016Apr 25, 2018 (840 d)
Kimberly Jo CooperEdward Jones national BDU.S. Bancorp Investments, Inc. otherOtherDec 1, 2015Dec 1, 2015
Linnette Ortiz RoldanMorgan Stanley wirehouseU.S. Bancorp Investments, Inc. otherOtherNov 30, 2015Nov 30, 2015
Tyler John DavidEdward Jones national BDU.S. Bancorp Investments, Inc. otherOtherNov 24, 2015Oct 19, 2017 (695 d)
Curtis Jon VorachekSikich Financial otherU.S. Bancorp Investments, Inc. otherOtherNov 4, 2015Sep 26, 2017 (692 d)
Adolfo A HerreraJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. otherOtherOct 29, 2015Nov 2, 2015
Trevor William LongEdward Jones national BDU.S. Bancorp Investments, Inc. otherOtherOct 13, 2015Oct 20, 2015
David D HamlinJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. otherOtherOct 7, 2015Oct 6, 2015
Carlos Alberto NaranjoJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. otherOtherOct 7, 2015Oct 1, 2015
Michael Jay MurkinsPrincipal Securities, Inc. otherU.S. Bancorp Investments, Inc. BD affiliatedOtherOct 2, 2015May 7, 2019 (1313 d)
Tyson Van ScofieldHsbc Securities (USA) Inc. otherU.S. Bancorp Investments, Inc. otherOtherSep 23, 2015Sep 9, 2015
Amy Lynn BarnesEdward Jones national BDU.S. Bancorp Investments, Inc. otherOtherSep 1, 2015Aug 31, 2015
Jesse Michael ShaskinWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. otherOtherAug 19, 2015Sep 29, 2015 (41 d)
Paul Vincent GrecoWells Fargo Advisors wirehouseU.S. Bancorp Investments, Inc. BD affiliatedWirehouse to affiliated broker-dealer or bankAug 3, 2015Mar 24, 2025 (3521 d)
Davene Jannell CognardJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. otherOtherJul 7, 2015Jul 1, 2015
Scott Matthew BiertzerAssociated Investment Services, Inc. otherU.S. Bancorp Investments, Inc. otherOtherJul 1, 2015Sep 21, 2015 (82 d)
Dustin Craig UngerPnc Wealth Management otherU.S. Bancorp Investments, Inc. otherOtherJun 15, 2015Jul 8, 2015
James Thomas KirkAmeriprise Financial Services, LLC national BDU.S. Bancorp Investments, Inc. BD affiliatedAffiliated broker-dealer or bank to anotherJun 11, 2015Apr 19, 2018 (1043 d)
Eric Robert StaabEdward Jones national BDU.S. Bancorp Investments, Inc. otherOtherJun 9, 2015Jul 7, 2015
Devin William PloesserEdward Jones national BDU.S. Bancorp Investments, Inc. otherOtherJun 8, 2015Jun 30, 2015
Gracia Ann CavanaughFsc Securities Corporation otherU.S. Bancorp Investments, Inc. BD affiliatedOtherMay 21, 2015Jun 11, 2020 (1848 d)
Liny LiBancwest Investment Services, Inc. (Bwis) otherU.S. Bancorp Investments, Inc. otherOtherMay 11, 2015Jul 6, 2015 (56 d)
Nancy Barillas VegaMerrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseU.S. Bancorp Investments, Inc. otherOtherMay 8, 2015Mar 28, 2017 (690 d)
Susan Kaye DvoracekInvest Financial Corporation otherU.S. Bancorp Investments, Inc. otherOtherApr 28, 2015May 18, 2015
Clift Richard O'ByawCetera Advisors LLC otherU.S. Bancorp Investments, Inc. otherOtherApr 27, 2015May 4, 2015
Alexander Michael LynchMartin Nelson & Co., Inc. independent RIAU.S. Bancorp Investments, Inc. otherOtherApr 23, 2015Apr 14, 2015
Tony Tat Yan LamJ.P. Morgan Securities LLC wirehouseU.S. Bancorp Investments, Inc. otherOtherApr 16, 2015Apr 7, 2015
Gregory David TimmermanLPL Financial LLC otherU.S. Bancorp Investments, Inc. otherOtherApr 15, 2015Apr 22, 2015
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