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Tamim Naemi

U.S. Bancorp Advisors, LLC

Saint Paul, MN

Walnut Creek, CA

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Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-13
  • CA RA
    APPROVED
    Since 2026-02-13

Branch Locations

60 Livingston Ave, Saint Paul, MN 55107 • United States

200 Pringle Ave Suite 200, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Union Bank, N.A. San Ramon CA 02/2011 05/2023
Unionbanc Investment Services San Ramon CA 02/2014 05/2023
U.S. Bancorp Investments, Inc. Walnut Creek CA 05/2023 02/2026
U.S. Bank Walnut Creek CA 05/2023 Present
U.S. Bancorp Advisors, Llc Walnut Creek CA 02/2026 Present
  • 02/2011 → 05/2023
    Union Bank, N.A.
    San Ramon, CA
  • 02/2014 → 05/2023
    Unionbanc Investment Services
    San Ramon, CA
  • 05/2023 → 02/2026
    U.S. Bancorp Investments, Inc.
    Walnut Creek, CA
  • 05/2023 → Present
    U.S. Bank
    Walnut Creek, CA
  • 02/2026 → Present
    U.S. Bancorp Advisors, Llc
    Walnut Creek, CA
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-07
S63 Uniform Securities Agent State Law Examination 2014-03-22
  • S65 Uniform Investment Adviser Law Examination
    2019-11-07
  • S63 Uniform Securities Agent State Law Examination
    2014-03-22

View on SEC IAPD

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CLEARWATER MANAGEMENT CO., INC. · ST PAUL, MN
FIDUCIARY COUNSELLING INC · ST PAUL, MN
MAIRS & POWER · ST. PAUL, MN
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