PATRICK ALLEN LEE is an investment adviser representative (IAR) with state registration records since 2002, appearing at 8 firms. Currently registered with LPL FINANCIAL LLC.
| Firm | From | To | Current |
|---|---|---|---|
| SEQUOIA WEALTH ADVISORS & INVESTMENT MANAGEMENT, INC. | 2020-03-30 | 2022-09-17 | — |
| LPL FINANCIAL LLC | 2018-11-01 | present | Yes |
| LPL FINANCIAL LLC | 2014-07-16 | 2018-09-19 | — |
| LASALLE ST. INVESTMENT ADVISORS, L.L.C. | 2014-02-05 | 2014-04-04 | — |
| SECURITIES AMERICA ADVISORS, INC. | 2012-10-10 | 2014-01-20 | — |
| TORREY PINES SECURITIES, INC. | 2011-04-26 | 2011-12-30 | — |
| GIRARD SECURITIES, INC. | 2009-04-08 | 2011-04-21 | — |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 2005-03-28 | 2009-04-13 | — |
| CAMBRIDGE INVESTMENT RESEARCH, INC. | 2002-05-20 | 2005-03-28 | — |