Robert Mark Joseph

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

Authority	Category	Status	Date
CA	RA	APPROVED	2016-05-20

CA RA
APPROVED

Since 2016-05-20

Branch Locations

Palmdale, CA • United States

500 Main St, Orange, CA 92868 • 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

Organization	City	State	From	To
U.S. Bancorp Advisors, Llc	Palmdale	CA	06/2015	Present

06/2015 → Present

U.S. Bancorp Advisors, Llc

Palmdale, CA

Other Businesses

1) Financial Education; Investment-related; Palmdale, CA; Financial Education; Owner; 04/20/2026; 80 hours/month; 0 hours/trading; Create online content to be sold via subscription model to individuals interested in learning about equity options analysis.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2016-05-20
S63	Uniform Securities Agent State Law Examination	2011-10-24

S66 Uniform Combined State Law Examination

2016-05-20
S63 Uniform Securities Agent State Law Examination

2011-10-24

View on SEC IAPD