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Timothy Mahan

U.S. Bancorp Advisors, LLC

Tempe, AZ

Chandler, AZ

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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
AZ RA APPROVED 2025-07-10
  • AZ RA
    APPROVED
    Since 2025-07-10

Branch Locations

1101 W Washington St, Tempe, AZ 85281 • United States

Chandler, AZ • 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
Usaa Financial Advisors, Inc. Phoenix AZ 09/2007 05/2020
Usaa Life Insurance Company Phoenix AZ 09/2007 10/2016
Usaa Financial Planning Services Phoenix AZ 10/2016 05/2020
Usaa Investment Management Company San Antonio TX 01/2018 05/2020
Charles Schwab & Co., Inc. Phoenix AZ 05/2020 07/2023
U.S. Bancorp Advisors, Llc Tempe AZ 10/2023 Present
  • 09/2007 → 05/2020
    Usaa Financial Advisors, Inc.
    Phoenix, AZ
  • 09/2007 → 10/2016
    Usaa Life Insurance Company
    Phoenix, AZ
  • 10/2016 → 05/2020
    Usaa Financial Planning Services
    Phoenix, AZ
  • 01/2018 → 05/2020
    Usaa Investment Management Company
    San Antonio, TX
  • 05/2020 → 07/2023
    Charles Schwab & Co., Inc.
    Phoenix, AZ
  • 10/2023 → Present
    U.S. Bancorp Advisors, Llc
    Tempe, AZ
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-01-24
S63 Uniform Securities Agent State Law Examination 1997-02-25
  • S65 Uniform Investment Adviser Law Examination
    2003-01-24
  • S63 Uniform Securities Agent State Law Examination
    1997-02-25
Other Names
  • Timothy Edward Mahan

View on SEC IAPD

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