Best Investors Account Sign in

Zachary Rubin

U.S. Bancorp Advisors, LLC

Tempe, AZ

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
AZ RA APPROVED 2025-07-10
CA RA APPROVED 2025-06-27
  • AZ RA
    APPROVED
    Since 2025-07-10
  • CA RA
    APPROVED
    Since 2025-06-27

Branch Locations

1101 W Washington St, Tempe, AZ 85281 • 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
Detroit Tigers Detroit MI 04/2014 07/2022
Unemployed Phoenix AZ 08/2022 08/2022
Aml Rightsource Phoenix AZ 09/2022 09/2023
Bevvy Food & Drink Scottsdale AZ 10/2023 05/2024
Charles Schwab & Co., Inc Phoenix AZ 04/2024 05/2025
U.S. Bancorp Advisors, Llc Tempe AZ 05/2025 Present
  • 04/2014 → 07/2022
    Detroit Tigers
    Detroit, MI
  • 08/2022 → 08/2022
    Unemployed
    Phoenix, AZ
  • 09/2022 → 09/2023
    Aml Rightsource
    Phoenix, AZ
  • 10/2023 → 05/2024
    Bevvy Food & Drink
    Scottsdale, AZ
  • 04/2024 → 05/2025
    Charles Schwab & Co., Inc
    Phoenix, AZ
  • 05/2025 → Present
    U.S. Bancorp Advisors, Llc
    Tempe, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-23
S63 Uniform Securities Agent State Law Examination 2024-08-23
  • S65 Uniform Investment Adviser Law Examination
    2025-05-23
  • S63 Uniform Securities Agent State Law Examination
    2024-08-23

View on SEC IAPD

Other Firms

OLIVE STREET INVESTMENT ADVISERS, LLC
EDWARD JONES
J.P. MORGAN SECURITIES LLC
LPL FINANCIAL LLC
AQUILANT ADVISORS
ATROPOS CAPITAL MANAGEMENT, LLC
VIAGEM, LLC
MRM GROUP

Other Investors

David Erick Rosendahl
Teresa Valencia Schlafly
Sheree Louise Drake
AMY MARIE STARZYK
ANN MARIE OVERCASH
Stephen Wayne Barbour
JEREMY JOSEPH THARP
ANTHONY ALFRED OCCHINO

Other Offices

OLIVE STREET INVESTMENT ADVISERS, LLC · ST. LOUIS, MO
EDWARD JONES · ST. LOUIS, MO
J.P. MORGAN SECURITIES LLC · Des Peres, MO
U.S. BANCORP ADVISORS, LLC · Des Peres, MO
LPL FINANCIAL LLC · DES PERES, MO
AQUILANT ADVISORS · ST. LOUIS, MO
ATROPOS CAPITAL MANAGEMENT, LLC · ST. LOUIS, MO
VIAGEM, LLC · ST. LOUIS, MO

More in Tempe, AZ

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor