# PATRICK ALLEN LEE

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SEQUOIA WEALTH ADVISORS & INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/285462) | 2020-03-30 | 2022-09-17 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2018-11-01 | present | Yes |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2014-07-16 | 2018-09-19 | — |
| [LASALLE ST. INVESTMENT ADVISORS, L.L.C.](https://search.stillhousedata.com/firm/109701) | 2014-02-05 | 2014-04-04 | — |
| [SECURITIES AMERICA ADVISORS, INC.](https://search.stillhousedata.com/firm/110518) | 2012-10-10 | 2014-01-20 | — |
| [TORREY PINES SECURITIES, INC.](https://search.stillhousedata.com/firm/17120) | 2011-04-26 | 2011-12-30 | — |
| [GIRARD SECURITIES, INC.](https://search.stillhousedata.com/firm/18697) | 2009-04-08 | 2011-04-21 | — |
| [CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.](https://search.stillhousedata.com/firm/134139) | 2005-03-28 | 2009-04-13 | — |
| [CAMBRIDGE INVESTMENT RESEARCH, INC.](https://search.stillhousedata.com/firm/39543) | 2002-05-20 | 2005-03-28 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/711925)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/711925.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.