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Shannon Marie York

U.S. Bancorp Advisors, LLC

Medford, OR

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

Branch Locations

131 E Main St, Medford, OR 97501 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Edward Jones St Louis MO 02/2015 04/2020
U.S. Bancorp Investments, Inc. Medrod OR 04/2020 02/2026
U.S. Bancorp Advisors, Llc Medford OR 02/2026 Present
Previous Registrations
  • 2020-05-19 → 2026-02-13
    U.S. Bancorp Investments, Inc.
    Medford, OR
    Phoenix, AZ
    Medford, OR
  • 2015-02-03 → 2018-04-18
    Edward Jones
    Medford, OR
    St Louis, MO
    Central Point, OR
    Medford, OR
    Medford, OR
    Jacksonville, OR
    St Louis, MO
  • 2012-10-01 → 2013-12-31
    J.P. Morgan Securities Llc
    Klamath Falls, OR
    Medford, OR
    Phoenix, AZ
    Scottsdale, AZ
  • 2011-05-09 → 2012-10-01
    Chase Investment Services Corp.
    Klamath Falls, OR
    Austin, TX
    Jacksonville, OR
    Medford, OR
    Medford, OR
    Central Point, OR
    Medford, OR
    Eagle Point, OR
    Medford, OR
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2011-05-04
S63 Uniform Securities Agent State Law Examination 2009-02-17
  • S65 Uniform Investment Adviser Law Examination
    2011-05-04
  • S63 Uniform Securities Agent State Law Examination
    2009-02-17
Other Names
  • Shannon York
  • Shannon M Horlacher

View on SEC IAPD

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Other Offices

MORGAN STANLEY · Medford, OR
D.A. DAVIDSON & CO. · MEDFORD, OR
LPL FINANCIAL LLC · MEDFORD, OR
SEACREST WEALTH MANAGEMENT, LLC · MEDFORD, OR
EDWARD JONES · MEDFORD, OR
SEACREST WEALTH MANAGEMENT, LLC · MEDFORD, OR
OREGON PACIFIC WEALTH MANAGEMENT · MEDFORD, OR
FIDELIS IM · MEDFORD, OR

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