Best Investors
Account
Sign in
Best Investors
Account
Sign in
U.s. Bancorp Advisors, LLC CRD 14455
$1.80B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
840 Carlsbad Village Dr, Carlsbad, CA 92008 • United States
770 Carlsbad Village Dr, Carlsbad, CA 92008 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unionbanc Investment Services | San Diego | CA | 05/2016 | 09/2019 |
| U.S. Bancorp Investments, Inc. | Carlsbad | CA | 09/2019 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Carlsbad | CA | 02/2026 | Present |
Franklin Boat; Non Investment-related; Fallbrook, CA; Boat Rental; Boat Owner; 06/2024; 2-3 hours/ month; 0 hours/ trading; On occasion speak to the team running the boat rental service. Not involved in any of the day-to-day operations.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-10-16 |
| S66 | Uniform Combined State Law Examination | 2008-03-31 |
| S65 | Uniform Investment Adviser Law Examination | 2001-05-23 |
Reach out to this advisor