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CRD 5707787
U.s. Bancorp Advisors, LLC CRD 14455
$1.80B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
2001 Mission St, San Francisco, CA 94110 • United States
350 California St, San Francisco, CA 94104 • United States
1875 Willow Pass Rd, Concord, CA 94520 • United States
4663 Clayton Rd, Concord, CA 94521 • United States
1965 Diamond Blvd, Concord, CA 94520 • United States
659 Main St, Martinez, CA 94553 • United States
443 Castro St, San Francisco, CA 94114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | San Francisco | CA | 01/2009 | 04/2019 |
| First Republic Securities Company, Llc | San Francisco | CA | 08/2009 | 04/2019 |
| Unemployed | San Francisco | CA | 04/2019 | 12/2019 |
| Bbva Securities Inc. | Walnut Creek | CA | 12/2019 | 08/2021 |
| Bbva Usa | Birmingham | AL | 12/2019 | 08/2021 |
| Bbva Wealth Solutions, Inc. | Walnut Creek | CA | 12/2019 | 08/2021 |
| Bbva Insurance Agency, Inc. | Austin | TX | 09/2020 | 08/2021 |
| Comerica Securities, Inc. | San Francisco | CA | 09/2021 | 09/2023 |
| U.S. Bancorp Investments, Inc. | Concord | CA | 09/2023 | 02/2026 |
| U.S. Bancorp Advisors, Llc | Concord | CA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-07-31 |
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