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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

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

Branch Locations

4180 Barranca Parkway, Irvine, CA 92604 • United States

13070 Yale Ave, Irvine, CA 92620 • 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
Edward Jones Corona Del Mar CA 04/2018 12/2019
Bolmex Financial Group, Inc. Tustin CA 04/2017 10/2017
Ctc Bio America, Inc. Anaheim CA 09/2010 09/2016
Wells Fargo Clearing Services, Llc San Clemente CA 04/2020 11/2021
Wells Fargo Bank, N.A. San Clemente CA 03/2020 11/2021
J.P. Morgan Securities Llc Orange CA 11/2021 05/2022
Unemployed Fullerton CA 10/2016 03/2017
Unemployed Irvine CA 11/2017 03/2018
Unemployed Irvine CA 12/2019 03/2020
Jp Morgan Chase Bank, N.A. Orange CA 11/2021 05/2022
Bank Of Hope Los Angeles CA 05/2022 10/2023
Cetera Investment Services Llc St Cloud MN 05/2022 10/2023
Cetera Investment Advisers Llc Los Angeles CA 05/2022 10/2023
U.S. Bancorp Investments, Inc. Irvine CA 02/2024 02/2026
Unemployed Lake Foret CA 10/2023 02/2024
U.S. Bancorp Advisors, Llc Irvine CA 02/2026 Present
  • 04/2018 → 12/2019
    Corona Del Mar, CA
  • 04/2017 → 10/2017
    Bolmex Financial Group, Inc.
    Tustin, CA
  • 09/2010 → 09/2016
    Ctc Bio America, Inc.
    Anaheim, CA
  • 04/2020 → 11/2021
    San Clemente, CA
  • 03/2020 → 11/2021
    Wells Fargo Bank, N.A.
    San Clemente, CA
  • 11/2021 → 05/2022
    Orange, CA
  • 10/2016 → 03/2017
    Unemployed
    Fullerton, CA
  • 11/2017 → 03/2018
    Unemployed
    Irvine, CA
  • 12/2019 → 03/2020
    Unemployed
    Irvine, CA
  • 11/2021 → 05/2022
    Jp Morgan Chase Bank, N.A.
    Orange, CA
  • 05/2022 → 10/2023
    Bank Of Hope
    Los Angeles, CA
  • 05/2022 → 10/2023
    Cetera Investment Services Llc
    St Cloud, MN
  • 05/2022 → 10/2023
    Los Angeles, CA
  • 02/2024 → 02/2026
    Irvine, CA
  • 10/2023 → 02/2024
    Unemployed
    Lake Foret, CA
  • 02/2026 → Present
    Irvine, CA
Previous Registrations
Other Businesses

Napal Company LLC; Non Investment-related; Ladera Ranch, CA; Website development and maintenance service; Administrator; Member; 01/2024; 4 hours/ month; 0 hours/ trading; Bookkeeping and accounting.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-14
  • S66 Uniform Combined State Law Examination
    2018-06-14
Other Names
  • Tom Choi
  • Tom D Choi
  • Tom Doo Choi

View on SEC IAPD

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