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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
WA RA APPROVED 2026-02-13
  • WA RA
    APPROVED
    Since 2026-02-13

Branch Locations

10800 Ne 8Th St, Bellevue, WA 98004 • 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
Mufg Union Bank Tacoma WA 09/2014 05/2023
Unionbanc Investment Services Tacoma WA 11/2014 05/2023
U.S. Bancorp Investments, Inc. Bellevue WA 05/2023 02/2026
U.S. Bank Bellevue WA 05/2023 Present
U.S. Bancorp Advisors, Llc Bellevue WA 02/2026 Present
Previous Registrations
Other Businesses

1) Morgan's Creek Covington HOA; Not investment-related; Covington, WA; Homeowner association of 34 houses established in approx 2004; Volunteer Treasurer; 1/2015; 2 hours/month; 0 hours/trading; I send dues notices annually and collect the annual dues for deposit, and I pay the monthly bills such as property taxes, insurance, electricity, and common area landscaping maintenance. 2) Family Life Community Church; Not investment-related; Federal Way, WA; Non Profit; Secratary; 12/18/2023; 2 hours/month, 0 hours/trading; Take meeting minutes at monthly meetings. 3) Battlefield Addiction; Not investment-related; Enumclaw, WA; Provide support for families of addicts in treatment and in recovery; Secretary of the Board and Board Member; 1/2025; 2 hours/month; 0 hours/trading; Take meeting minutes at all meetings and help shape the vision and the future of this organization as a member of the board.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-10-12
S63 Uniform Securities Agent State Law Examination 2005-07-25
  • S66 Uniform Combined State Law Examination
    2015-10-12
  • S63 Uniform Securities Agent State Law Examination
    2005-07-25
Other Names
  • Beverly Ann Degraff
  • Beverly Ann Massey

View on SEC IAPD

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