MB
Melody M. Bliss
U.S. BANCORP ADVISORS
Tacoma, WA 98408
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CRD#: 7048296
MB
Professional summary
Melody Mae Bliss, who also goes by Melody Mae Berg, Melody Bliss, is a registered financial advisor currently at U.S. BANCORP ADVISORS, LLC located in Tacoma, Washington.
Melody is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Melody has worked at 5 firms and has passed the Series 66, Series 63, Series 7TO, Series 6TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Melody Mae Berg | Melody Bliss
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.
CRS (Client Relationship Summary) - RIA
Click below to view Melody Mae Bliss's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Melody Mae Bliss's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
February 13, 2026 - Present
U.S. BANCORP ADVISORS, LLC
Office #1: 7020 Pacific Ave, Tacoma, WA 98408Office #2: 870 S 38th St, Tacoma, WA 98408Office #3: 402 S Capitol Way, Olympia, WA 98501Office #4: 9310 Bridgeport Way Sw, Tacoma, WA 98498Office #5: 727 Simpson Ave, Hoquiam, WA 98550RIA
BD
CRD#: 14455
Tacoma, WA
Current
February 13, 2026 - Present
U.S. BANCORP ADVISORS, LLC
Office #1: 7020 Pacific Ave, Tacoma, WA 98408Office #2: 870 S 38th St, Tacoma, WA 98408Office #3: 402 S Capitol Way, Olympia, WA 98501Office #4: 9310 Bridgeport Way Sw, Tacoma, WA 98498Office #5: 727 Simpson Ave, Hoquiam, WA 98550RIA
BD
CRD#: 14455
Tacoma, WA
Past
February 16, 2024 - February 13, 2026
U.S. BANCORP INVESTMENTS, INC.
RIA
CRD#: 17868
Hoquiam, WA
Past
February 16, 2024 - February 13, 2026
U.S. BANCORP INVESTMENTS, INC.
BD
CRD#: 17868
Hoquiam, WA
Past
March 4, 2022 - February 20, 2024
CUSO FINANCIAL SERVICES, L.P.
RIA
CRD#: 42132
SHELTON, WA
Past
January 4, 2022 - February 20, 2024
CUSO FINANCIAL SERVICES, L.P.
BD
CRD#: 42132
SHELTON, WA
Past
June 9, 2020 - December 21, 2021
KEY INVESTMENT SERVICES LLC
BD
CRD#: 136300
Shelton, WA
Past
April 5, 2019 - May 12, 2020
WELLS FARGO CLEARING SERVICES, LLC
BD
CRD#: 19616
LACEY, WA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
UB
U.S. BANCORP ADVISORS, LLC
MARKET INVESTMENT SERVICES CORPORATION | UNIONBANC INVESTMENT SERVICES, LLC | UNION BANK OF CALIFORNIA NA | UBOC INVESTMENT SERVICES, INC. | UB INVESTMENT SERVICES, INC. | U.S. BANCORP ADVISORS, LLC
CRD#: 14455 / SEC#: 801-70084, 8-30706
RIA
Registered Investment Advisory firm - SEC (8/14/2009 Approved)California
Registered Investment Advisory firm - SEC (8/28/2009 Terminated)Washington
Registered Investment Advisory firm - SEC (8/24/2009 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(2/13/2026)
RR
Alaska(2/13/2026)
RR
Arizona(2/13/2026)
RR
Arkansas(2/13/2026)
RR
California(2/13/2026)
RR
Idaho(2/13/2026)
RR
Montana(2/13/2026)
RR
New York(2/13/2026)
RR
Oregon(2/13/2026)
RR
Tennessee(2/13/2026)
RR
Texas(2/13/2026)
IAR
Texas(2/13/2026)
RR
Washington(2/13/2026)
IAR
Washington(2/13/2026)
RR
Wyoming(2/13/2026)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 1/28/2022
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 6TO
Date: 4/5/2019
Investment Company Products/Variable Contracts Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
UB
U.S. BANCORP ADVISORS, LLC
MARKET INVESTMENT SERVICES CORPORATION | UNIONBANC INVESTMENT SERVICES, LLC | UNION BANK OF CALIFORNIA NA | UBOC INVESTMENT SERVICES, INC. | UB INVESTMENT SERVICES, INC. | U.S. BANCORP ADVISORS, LLC
CRD#: 14455 / SEC#: 801-70084, 8-30706
RIA
Registered Investment Advisory firm - SEC (8/14/2009 Approved)California
Registered Investment Advisory firm - SEC (8/28/2009 Terminated)Washington
Registered Investment Advisory firm - SEC (8/24/2009 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Los Angeles district office)
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Contact information
Main Address
800 N Brand Blvd. 16th Floor 16th Floor, Glendale, CA, 91203
Mailing Address
800 N Brand Blvd. 16th Floor, Glendale, CA, 91203
Phone number
(800) 634-1100
Established
Delaware since 06/28/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Large
# of Employees
244
SEC notice filing (51 States and Territories)
FINRA licenses (51 States and Territories)
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| U.S. BANCORP | SOLE MEMBER | |
| BEJASA, EILEEN | SENIOR VICE PRESIDENT AND MANAGING DIRECTOR, BROKER-DEALER OPERATIONS | 7002808 |
| CANEVA, DANIEL CESAR | SVP CHIEF OPERATIONS OFFICER | 1686099 |
| CLARK, SHANNON KEITH | CHIEF FINANCIAL OFFICER | 5829700 |
| ELY, JAMES EUGENE JR. | SENIOR VICE PRESIDENT - SALES | 1843373 |
| FERGUSON, KIMBERLY NICOLE | CHIEF EXECUTIVE OFFICER AND MANAGER | 4120145 |
| LAWLOR, BETH DEDRICK | EXECUTIVE VICE PRESIDENT | 5352662 |
| ROLLAND, JODI THOMPSON | MANAGER | 2290884 |
| SALSTROM, KYLE NORMAN | CHIEF COMPLIANCE OFFICER | 5025315 |
| TRIPLETT, SHANE T | INSTITUTIONAL SALES MANAGER | 1865319 |
Regulatory assets under management
| Total Number of Accounts | 3,905 |
| AUM (Assets Under Management) | $ 1,516,483,817 |
Disclosures
| Regulatory Event | 4 |
| Arbitration | 1 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/19/2025 | ||
| 08/20/2024 | ||
| 11/28/2023 | ||
| 11/21/2023 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
U.S. BANCORP ADVISORS, LLC
CRD#: 14455Tacoma, WA 98408TRUST BUT VERIFY
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