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Patricia Marie Schlee

U.S. Bancorp Advisors, LLC

Woodland Hills, CA

Glendale, CA

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Current Employers
U.S. Bancorp Advisors, Llc

60 Livingston Ave Ep-Mn-N2Wc, Saint Paul, MN 55107 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2008-05-06
  • CA RA
    APPROVED
    Since 2008-05-06

Branch Locations

21700 Oxnard St, Woodland Hills, CA 91367 • United States

800 N Brand Blvd, Glendale, CA 91203 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
U.S. Bancorp Advisors, Llc Woodland Hills CA 06/2002 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2008-05-05
S63 Uniform Securities Agent State Law Examination 1993-02-08
  • S66 Uniform Combined State Law Examination
    2008-05-05
  • S63 Uniform Securities Agent State Law Examination
    1993-02-08

View on SEC IAPD

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Other Offices

MERCER GLOBAL ADVISORS INC. · Woodland Hills, CA
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VENTURA ADVISORS · WOODLAND HILLS, CA
LPL FINANCIAL LLC · WOODLAND HILLS, CA
LINCOLN INVESTMENT · WOODLAND HILLS, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · Woodland Hills, CA
CITIGROUP GLOBAL MARKETS INC. · Woodland Hills, CA
CHELSEA MANAGEMENT COMPANY · WOODLAND HILLS, CA

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