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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
FL RA APPROVED 2026-02-17
  • FL RA
    APPROVED
    Since 2026-02-17

Branch Locations

324 Royal Palm Way, Palm Beach, FL 33480 • 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
Suntrust Bank Palm Beach FL 07/2015 06/2018
Suntrust Investment Services, Inc. Atlanta GA 08/2015 06/2018
Suntrust Advisory Services Atlanta GA 09/2016 06/2018
U.S. Bank Palm Beach FL 06/2018 Present
U.S. Bancorp Investments, Inc. Palm Beach FL 08/2018 02/2026
U.S. Bancorp Advisors, Llc Palm Beach FL 02/2026 Present
  • 07/2015 → 06/2018
    Suntrust Bank
    Palm Beach, FL
  • 08/2015 → 06/2018
    Suntrust Investment Services, Inc.
    Atlanta, GA
  • 09/2016 → 06/2018
    Suntrust Advisory Services
    Atlanta, GA
  • 06/2018 → Present
    U.S. Bank
    Palm Beach, FL
  • 08/2018 → 02/2026
    Palm Beach, FL
  • 02/2026 → Present
    Palm Beach, FL
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-05-03
  • S66 Uniform Combined State Law Examination
    2013-05-03
Other Names
  • Jeffrey F Smith

View on SEC IAPD

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