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Breeanna Catherine Wolford

U.S. Bancorp Advisors, LLC

Tucson, AZ

Chandler, AZ

Gilbert, AZ

CRD 6613546

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Employer firm

U.s. Bancorp Advisors, LLC CRD 14455

$1.80B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2026-02-13
  • AZ RA
    APPROVED
    Since 2026-02-13

Branch Locations

7685 E Broadway Blvd, Tucson, AZ 85710 • United States

2995 S Alma School Rd, Chandler, AZ 85248 • United States

1333 N Higley Rd, Gilbert, AZ 85234 • 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
Bbva Securities Inc. Tucson AZ 02/2016 08/2021
Compass Bank Birmingham AL 01/2015 08/2021
Bbva Compass Insurance Agency, Inc. Austin TX 10/2015 08/2021
Bbva Wealth Solutions Inc. Tucson AZ 10/2016 08/2021
Pnc Investments Tucson AZ 08/2021 03/2022
U.S. Bancorp Investments, Inc. Tucson AZ 03/2022 02/2026
U.S. Bancorp Advisors, Llc Tucson AZ 02/2026 Present
  • 02/2016 → 08/2021
    Bbva Securities Inc.
    Tucson, AZ
  • 01/2015 → 08/2021
    Compass Bank
    Birmingham, AL
  • 10/2015 → 08/2021
    Bbva Compass Insurance Agency, Inc.
    Austin, TX
  • 10/2016 → 08/2021
    Bbva Wealth Solutions Inc.
    Tucson, AZ
  • 08/2021 → 03/2022
    Pnc Investments
    Tucson, AZ
  • 03/2022 → 02/2026
    Tucson, AZ
  • 02/2026 → Present
    Tucson, AZ
Previous Registrations
  • 2022-03-24 → 2026-02-13
    Phoenix, AZ
    Scottsdale, AZ
    Saint Paul, MN
    Tucson, AZ
    Tucson, AZ
    Irvine, CA
    Tucson, AZ
    Tucson, AZ
    Gilbert, AZ
    Phoenix, AZ
    Tucson, AZ
    Tucson, AZ
    Chandler, AZ
    Phoenix, AZ
  • 2021-08-30 → 2022-03-18
    Tucson, AZ
    Tucson, AZ
    Tucson, AZ
    Tucson, AZ
    Tucson, AZ
    Tucson, AZ
  • 2016-10-14 → 2021-08-17
    Pnc Managed Account Solutions, Inc.
    Green Valley, AZ
    Tucson, AZ
    Tucson, AZ
    Tucson, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-10-13
S63 Uniform Securities Agent State Law Examination 2016-04-15
  • S65 Uniform Investment Adviser Law Examination
    2016-10-13
  • S63 Uniform Securities Agent State Law Examination
    2016-04-15
Other Names
  • Breeanna Wolford
  • Bree Wolford

View on SEC IAPD

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