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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 | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Corte Madera | CA | 04/2014 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Corte Madera | CA | 11/2016 | 12/2017 |
| Mufg Union Bank | San Francisco | CA | 12/2017 | 05/2023 |
| Unionbanc Investment Services | San Francisco | CA | 01/2018 | 05/2023 |
| U.S. Bancorp Investments, Inc. | San Francisco | CA | 05/2023 | 02/2026 |
| U.S. Bank | San Francisco | CA | 05/2023 | Present |
| U.S. Bancorp Advisors, Llc | San Francisco | CA | 02/2026 | Present |
1) West Elk Center Owners Association Inc.; Investment-related; Crested Butte, CO; Manage the common areas of the West Elk Center building; Member of the Board; 1/2003; 1 hour/month; 0 hours/trading; Hold annual meetings and approve budgets. 2) Wonspeed LLC; Investment-related; Mill Valley, CA; Real estate investments; Manager; 11/2002; 6 hours/month; 0 hours/trading; Negotiate leases, solve problems with tenants, pay expenses, create budgets, and prepare taxes. 3) Sabrosa LLC; Investment-related; Mill Valley, CA; Owns and manages real estate; Manager; 2003; 6 hours/month; Paying taxes, creating a budget, communicating with tenants and contractors, inspecting the property, and paying bills.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-11-02 |
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