Best Investors Account Sign in

Kevin Patrick Casey

U.S. Bancorp Advisors, LLC

Sandpoint, ID

Coeur D'ALene, ID

Claim This Profile
Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
ID RA APPROVED 2026-02-13
TX RA APPROVED_RES 2026-02-13
  • ID RA
    APPROVED
    Since 2026-02-13
  • TX RA
    APPROVED_RES
    Since 2026-02-13

Branch Locations

201 Main St, Sandpoint, ID 83864 • United States

6376 N Government Way, Coeur D'ALene, ID 83815 • 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
Wells Fargo Bank Clovis CA 10/2008 07/2019
Wells Fargo Advisors Llc Clovis CA 01/2011 11/2016
Wells Fargo Clearing Services, Llc Clovis CA 11/2016 07/2019
U.S. Bancorp Investments, Inc. Coeur D'ALene ID 07/2019 02/2026
U.S. Bancorp Advisors, Llc Coeur D'ALene ID 02/2026 Present
Previous Registrations
  • 2019-07-23 → 2026-02-13
    U.S. Bancorp Investments, Inc.
    Saint Paul, MN
    Coeur D'ALene, ID
    Post Falls, ID
    Saint Maries, ID
    Pinehurst, ID
    Sandpoint, ID
    Coeur D'ALene, ID
    Spokane Valley, WA
    Saint Maries, ID
  • 2011-01-03 → 2019-07-17
    Wells Fargo Clearing Services, Llc
    Fresno, CA
    Clovis, CA
    Hayden Lake, ID
    Boise, ID
  • 2009-03-19 → 2011-01-03
    Wells Fargo Investments, Llc
    Clovis, CA
  • 2005-01-25 → 2008-08-05
    Valic Financial Advisors, Inc.
    Modesto, CA
    Modesto, CA
    Fresno, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2005-01-21
S63 Uniform Securities Agent State Law Examination 2003-12-23
  • S66 Uniform Combined State Law Examination
    2005-01-21
  • S63 Uniform Securities Agent State Law Examination
    2003-12-23
Other Names
  • Kevin Patrick Barlow

View on SEC IAPD

More in Sandpoint, ID

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor