Daniel Patrick Weeks

Employer firm

U.s. Bancorp Advisors, LLC CRD 14455

$1.80B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2013 → 05/2023
  Union Bank
  Orange, CA
• 03/2014 → 05/2023
  Unionbanc Investment Services
  Orange, CA
• 05/2023 → 02/2026
  U.S. Bancorp Investments, Inc.
  Newport Beach, CA
• 05/2023 → Present
  U.S. Bank
  Newport Beach, CA
• 02/2026 → Present
  U.S. Bancorp Advisors, Llc
  Newport Beach, CA

Previous Registrations

• 2023-06-02 → 2026-02-13
  U.S. Bancorp Investments, Inc.
  Saint Paul, MN
  Walla Walla, WA
  Boise, ID
  Newport Beach, CA
• 2014-03-17 → 2023-06-01
  U.S. Bancorp Advisors, Llc
  Corona Del Mar, CA
  Orange, CA
  Newport Beach, CA
  Newport Beach, CA
• 2011-01-03 → 2013-07-22
  Wells Fargo Clearing Services, Llc
  Laguna Hills, CA
  Newport Beach, CA
  Irvine, CA
• 2007-04-09 → 2011-01-03
  Wells Fargo Investments, Llc
  Laguna Hills, CA
  Laguna Beach, CA

Other Businesses

1)Laura's House; Non Investment-related; Aliso Viejo, CA; Non-profit; Board Member; Board Member; 12/2008; 5 hours/ month; 0 hours/ trading; Attend meetings and calls, review financial reports, and fund raise. 2) Daniel Weeks - Rental Property (Ladera Ranch, CA); Investment-related; Rancho Santa Margarita, CA; Rental property; Owner; 01/2017; 3 hours/month; 0 hours/trading; find tenants, collect rent, pay mortgage.

Exams

• S66 Uniform Combined State Law Examination
  2007-04-06