STEVE LEE is an investment adviser representative (IAR) with state registration records since 2009, appearing at 7 firms. Currently registered with CETERA INVESTMENT ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CETERA INVESTMENT ADVISERS LLC | 2024-06-27 | present | Yes |
| CITIGROUP GLOBAL MARKETS INC. | 2022-06-28 | 2024-06-19 | — |
| J.P. MORGAN SECURITIES LLC | 2021-09-30 | 2022-05-03 | — |
| U.S. BANCORP INVESTMENTS, INC. | 2019-02-25 | 2021-09-28 | — |
| U.S. BANCORP INVESTMENTS, INC. | 2017-09-06 | 2018-12-06 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2013-05-02 | 2017-08-21 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2012-02-10 | 2013-03-06 | — |
| U.S. BANCORP ADVISORS, LLC | 2009-12-23 | 2012-01-31 | — |
| U.S. BANCORP ADVISORS, LLC | 2009-07-15 | 2009-08-26 | — |