Best Investors
Account
Sign in
Best Investors
Account
Sign in
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 |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-13 |
| SC | RA | APPROVED | 2026-02-13 |
Branch Locations
201 S Tryon St, Charlotte, NC 28202 • United States
9145 Sam Furr Rd, Huntersville, NC 28078 • United States
2 disclosure categories 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbtis | Charlotte | NC | 10/2010 | 01/2018 |
| Bb&T Bank | Columbia | SC | 10/2010 | 01/2019 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 05/2020 |
| Unemployed | Rock Hill | SC | 05/2020 | 11/2020 |
| Home Trust Bank | Charlotte | NC | 02/2023 | 11/2023 |
| U.S. Bancorp Advisors, Llc | Charlotte | NC | 02/2026 | Present |
| U.S. Bancorp Investments, Inc. | Huntersville | NC | 11/2023 | Present |
| Bb&T | Charlotte | NC | 01/2019 | 05/2020 |
| Equity Services Inc | Montpelier | VT | 11/2020 | 02/2023 |
| Summit Advisory Group | Charlotte | NC | 11/2020 | 02/2023 |
| Infinex Investments, Inc. | Meriden | CT | 02/2023 | 11/2023 |
1) Alexander Operations, LLC; Not Investments-Related; Rock Hills, SC; Holding company; Owner; Owner; N/A 0 hours/month; 0 hours/trading; Not in use closing out LLC. 2) K5 Customs, LLC; Not Investment-Related; Rock Hills, SC; Truck sales remodel old ones; Owner; Owner; 12/2020; 0 hours/month; 0 hours/trading; Not in use- set up LLC in 2020 as a hobby/business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-21 |
Reach out to this advisor