Clee Octa Case is an investment adviser representative (IAR) with state registration records since 2017, appearing at 2 firms. Currently registered with CHARLES SCHWAB & CO., INC..
| Firm | From | To | Current |
|---|---|---|---|
| CHARLES SCHWAB & CO., INC. | 2023-07-21 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2017-04-27 | 2021-09-25 | — |