Best Investors
Account
Sign in
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 |
|---|---|---|---|
| OR | RA | APPROVED | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bancwest Investment Services | Newport Beach | CA | 01/2012 | 07/2023 |
| Lpl Financial Llc | Gresham | OR | 07/2023 | 06/2025 |
| Bmo Bank Na | Lake Oswego | OR | 07/2023 | 06/2025 |
| U.S. Bank | Portland | OR | 05/2025 | Present |
| U.S. Bancorp Investments, Inc. | Portland | OR | 09/2025 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Portland | OR | 02/2026 | Present |
1) Ahi Voy Non Profit; Not investment-related; Dundee, OR; Educational Non-Profit; Board Member; 1/19/2024; 2 hours/month; 0 hours/trading; Duties consist of making decisions to further drive the mission of the organization. 2) Maria Uribe Rental Property; Investment-related; Portland, OR; Rental property; Home Owner; Home Owner; 7/20/2025; 1 hours/month; 0 hours/trading; Collect rental income.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-25 |
Reach out to this advisor