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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 | 2024-08-20 |
Branch Locations
60 Livingston Ave, Saint Paul, MN 55107 • United States
Pleasant Hill, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Walnut Creek | CA | 08/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pleasanton | CA | 11/2016 | 01/2019 |
| U.S. Bancorp Investments, Inc. | Pleasant Hill | CA | 01/2019 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Pleasant Hill | CA | 08/2024 | Present |
1) Ebenezer Baptist Church; not investment-related; San Francisco; religious; Trustee; 1/2019; 4-5 days/month; 0 hours/trading; review and implementation related to church business and bylaws.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-22 |
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