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Allison Jean Hoashi Temple

U.S. Bancorp Advisors, LLC

Star, ID

Vale, OR

CRD 7463620

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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
TX RA APPROVED_RES 2026-03-19
ID RA APPROVED 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-03-19
  • ID RA
    APPROVED
    Since 2026-02-13

Branch Locations

120 N Highbrook Way, Star, ID 83669 • United States

264 A St W, Vale, OR 97918 • 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
U.S. Bank Boise ID 06/2017 06/2022
U.S. Bancorp Investments, Inc. Eagle ID 11/2021 02/2023
Cafe Rio Mexican Grill Lynnwood WA 09/2011 05/2017
U.S. Bancorp Investments, Inc. Eagle ID 02/2023 02/2026
U.S. Bancorp Advisors, Llc Eagle ID 02/2026 04/2026
U.S. Bancorp Advisors, Llc Star ID 04/2026 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-02-21
S63 Uniform Securities Agent State Law Examination 2022-02-15
  • S65 Uniform Investment Adviser Law Examination
    2024-02-21
  • S63 Uniform Securities Agent State Law Examination
    2022-02-15
Other Names
  • Allison Jean Mckee
  • Allison Jean Hoashi

View on SEC IAPD

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