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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
UT RA APPROVED 2026-02-13
  • UT RA
    APPROVED
    Since 2026-02-13

Branch Locations

621 Capitol Mall, Sacramento, CA 95814 • United States

1220 S State St, Orem, UT 84097 • 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
Wells Fargo Bank Na Heber City UT 10/2006 07/2024
Wells Fargo Advisors Llc Heber City UT 03/2012 11/2016
Wells Fargo Clearing Services, Llc Heber City UT 11/2016 07/2024
Merrill Lynch, Pierce, Fenner & Smith Incorporated Provo UT 08/2024 06/2025
Bank Of America, N.A. Provo UT 09/2024 06/2025
U.S. Bancorp Investments, Inc. Orem UT 07/2025 02/2026
U.S. Bank Orem UT 07/2025 Present
U.S. Bancorp Advisors, Llc Orem UT 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2012-05-30
S63 Uniform Securities Agent State Law Examination 2012-05-08
  • S65 Uniform Investment Adviser Law Examination
    2012-05-30
  • S63 Uniform Securities Agent State Law Examination
    2012-05-08
Other Names
  • Samantha Tervort
  • Samantha Hansen

View on SEC IAPD

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