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

Branch Locations

2 Concourse Pkwy Ne, Atlanta, GA 30328 • United States

Lilburn, GA • United States

Lilburn, GA • 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
The Baker Group Oklahoma City OK 08/2015 03/2023
Mml Investors Services, Llc Atlanta GA 03/2023 11/2023
Massmutual Life Insurance Co Atlanta GA 03/2023 11/2023
Carter Terry & Compnay Inc. Atlanta GA 12/2023 09/2024
Lpl Enterprise, Llc Fort Mill SC 09/2024 08/2025
U.S. Bancorp Investments, Inc. Atlanta GA 09/2025 02/2026
U.S. Bancorp Advisors, Llc Atlanta GA 02/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-07-10
  • S66 Uniform Combined State Law Examination
    2023-07-10
Other Names
  • Josh Lee

View on SEC IAPD

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