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

Branch Locations

5065 Wooster Rd, Cincinnati, OH 45226 • United States

Cincinnati, OH • 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
W&S Brokerage Services Cincinnati OH 07/2022 10/2023
Western & Southern Life Fort Wright KY 06/2022 10/2023
Micro Center Cincinnati OH 05/2020 06/2022
Fudan University Shanghai 07/2019 07/2022
Unemployed Cincinnati OH 05/2019 07/2019
Chartwells Higher Education Dining Services Cincinnati OH 01/2018 08/2018
Breadsmith Franchising Inc. Cincinnati OH 12/2016 10/2017
Local 5 Iatse Cincinnati OH 10/2016 06/2022
Xavier University Cincinnati OH 08/2015 05/2019
U.S. Bancorp Investments, Inc. Cincinnati OH 10/2023 02/2026
U.S. Bancorp Advisors, Llc Cincinnati OH 02/2026 Present
  • 07/2022 → 10/2023
    W&S Brokerage Services
    Cincinnati, OH
  • 06/2022 → 10/2023
    Western & Southern Life
    Fort Wright, KY
  • 05/2020 → 06/2022
    Micro Center
    Cincinnati, OH
  • 07/2019 → 07/2022
    Fudan University
    Shanghai
  • 05/2019 → 07/2019
    Unemployed
    Cincinnati, OH
  • 01/2018 → 08/2018
    Chartwells Higher Education Dining Services
    Cincinnati, OH
  • 12/2016 → 10/2017
    Breadsmith Franchising Inc.
    Cincinnati, OH
  • 10/2016 → 06/2022
    Local 5 Iatse
    Cincinnati, OH
  • 08/2015 → 05/2019
    Xavier University
    Cincinnati, OH
  • 10/2023 → 02/2026
    Cincinnati, OH
  • 02/2026 → Present
    Cincinnati, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-25
S63 Uniform Securities Agent State Law Examination 2023-01-23
  • S65 Uniform Investment Adviser Law Examination
    2024-03-25
  • S63 Uniform Securities Agent State Law Examination
    2023-01-23

View on SEC IAPD

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