# William Joshua Lee

William Joshua Lee is an investment adviser representative (IAR) with state registration records since 2014, appearing at 6 firms. Currently registered with U.S. BANCORP ADVISORS, LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [U.S. BANCORP ADVISORS, LLC](https://search.stillhousedata.com/firm/14455) | 2026-02-13 | present | Yes |
| [U.S. BANCORP INVESTMENTS, INC.](https://search.stillhousedata.com/firm/17868) | 2025-09-08 | 2026-02-13 | — |
| [LPL ENTERPRISE, LLC](https://search.stillhousedata.com/firm/8733) | 2024-09-23 | 2025-09-09 | — |
| [CARTER, TERRY & COMPANY, INC.](https://search.stillhousedata.com/firm/16365) | 2024-04-08 | 2024-09-16 | — |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2023-07-11 | 2023-11-29 | — |
| [SIGNATOR INVESTORS, INC.](https://search.stillhousedata.com/firm/468) | 2014-08-07 | 2015-08-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/6127187)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/6127187.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.