Best Investors Account Sign in
Current Employers
U.S. Bancorp Advisors, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2026-01-14
  • CO RA
    APPROVED
    Since 2026-01-14

Branch Locations

Montrose, CO • United States

60 Livingston Ave, Saint Paul, MN 55107 • 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, Na Montrose CO 10/2014 04/2021
Wells Fargo Clearing Services, Llc Montrose CO 02/2017 04/2021
U.S. Bancorp Investments, Inc. Montrose CO 06/2022 Present
U.S. Bank Montrose CO 04/2021 Present
U.S. Bancorp Advisors, Llc Montrose CO 01/2026 Present
Previous Registrations
Other Businesses

Turo; Non Investment-related; Montrose, CO; Rent personal car; Host; 01/2023; 5 hours/ month; 0 hours/ trading; Drop off car to renter, pick it up, keep it clean.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-08-31
S63 Uniform Securities Agent State Law Examination 2017-05-24
  • S65 Uniform Investment Adviser Law Examination
    2017-08-31
  • S63 Uniform Securities Agent State Law Examination
    2017-05-24
Other Names
  • Greg Lewis

View on SEC IAPD

More in Montrose, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor