Best Investors Account Sign in

Forrest Paul Macierez

U.S. Bancorp Advisors, LLC

Aptos, CA

Claim This Profile
Current Employers
U.S. Bancorp Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-03-02
  • CA RA
    APPROVED
    Since 2026-03-02

Branch Locations

96 Rancho Del Mar, Aptos, CA 95003 • 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
Jp Morgan Chase Bank Na Scotts Valley CA 05/2019 08/2021
Jp Morgan Securities Llc Scotts Valley CA 05/2019 08/2021
Santa Cruz Vending Santa Cruz CA 08/2018 05/2019
T-Mobile Santa Cruz CA 05/2016 08/2018
U.S. Bancorp Investments, Inc. Aptos CA 10/2021 02/2026
U.S. Bank Aptos CA 08/2021 Present
U.S. Bancorp Advisors, Llc Aptos CA 02/2026 Present
  • 05/2019 → 08/2021
    Jp Morgan Chase Bank Na
    Scotts Valley, CA
  • 05/2019 → 08/2021
    Jp Morgan Securities Llc
    Scotts Valley, CA
  • 08/2018 → 05/2019
    Santa Cruz Vending
    Santa Cruz, CA
  • 05/2016 → 08/2018
    T-Mobile
    Santa Cruz, CA
  • 10/2021 → 02/2026
    U.S. Bancorp Investments, Inc.
    Aptos, CA
  • 08/2021 → Present
    U.S. Bank
    Aptos, CA
  • 02/2026 → Present
    U.S. Bancorp Advisors, Llc
    Aptos, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-01
S63 Uniform Securities Agent State Law Examination 2019-10-04
  • S66 Uniform Combined State Law Examination
    2025-10-01
  • S63 Uniform Securities Agent State Law Examination
    2019-10-04

View on SEC IAPD

Other Firms

WELLS FARGO CLEARING SERVICES, LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CENTAURUS FINANCIAL, INC.
EDWARD JONES
THRIVENT INVESTMENT MANAGEMENT INC.
FINANCIAL PLANNING ASSOCIATES
DISCIPLINED GROWTH CAPITAL, LLC
VALIC FINANCIAL ADVISORS, INC.

Other Investors

Salvador Cervantes Esquivel
MANUEL ALFONSO BACA
HORACI VILLAR
JULIE KAY TAURIAINEN
Ryan K Yasukawa
SCOTT ANTHONY BLOOM
Ryan Janusz Ozog
MARY ELIZABETH BELLIZZI

Other Offices

WELLS FARGO CLEARING SERVICES, LLC · APTOS, CA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · APTOS, CA
CENTAURUS FINANCIAL, INC. · APTOS, CA
EDWARD JONES · APTOS, CA
THRIVENT INVESTMENT MANAGEMENT INC. · APTOS, CA
FINANCIAL PLANNING ASSOCIATES · APTOS, CA
FINANCIAL PLANNING ASSOCIATES · APTOS, CA
DISCIPLINED GROWTH CAPITAL, LLC · APTOS, CA

More in Aptos, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor