Terri Shaw Whobrey is an investment adviser representative (IAR) with state registration records since 2019, appearing at 5 firms. Currently registered with U.S. BANCORP ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| U.S. BANCORP ADVISORS, LLC | 2026-02-13 | present | Yes |
| U.S. BANCORP INVESTMENTS, INC. | 2024-11-15 | 2026-02-13 | — |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2023-05-30 | 2024-11-19 | — |
| PNC WEALTH MANAGEMENT | 2021-11-15 | 2023-01-10 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-10-11 | 2021-11-12 | — |