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Patricia Adair Kerman

U.S. Bancorp Advisors, LLC

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 2024-03-12
  • CA RA
    APPROVED
    Since 2024-03-12

Branch Locations

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
Planmember Securities Corporation Carpinteria CA 01/2022 05/2023
Westmont College Santa Barbara CA 08/2017 12/2021
Asics Irvine CA 06/2021 08/2021
Trackstreet Santa Barbara CA 04/2020 12/2020
Springbound Santa Barbara CA 05/2019 07/2019
Crescenta Valley High School La Crescenta CA 08/2013 06/2017
Westmont College Santa Barbara CA 01/2019 12/2021
Westmont College Santa Barbara CA 08/2018 05/2021
Westmont College Santa Barbara CA 08/2017 05/2018
Wildest Dreams Llc Diamond Bar CA 05/2023 08/2023
U.S. Bancorp Advisors, Llc Glendale CA 11/2023 Present
  • 01/2022 → 05/2023
    Planmember Securities Corporation
    Carpinteria, CA
  • 08/2017 → 12/2021
    Westmont College
    Santa Barbara, CA
  • 06/2021 → 08/2021
    Asics
    Irvine, CA
  • 04/2020 → 12/2020
    Trackstreet
    Santa Barbara, CA
  • 05/2019 → 07/2019
    Springbound
    Santa Barbara, CA
  • 08/2013 → 06/2017
    Crescenta Valley High School
    La Crescenta, CA
  • 01/2019 → 12/2021
    Westmont College
    Santa Barbara, CA
  • 08/2018 → 05/2021
    Westmont College
    Santa Barbara, CA
  • 08/2017 → 05/2018
    Westmont College
    Santa Barbara, CA
  • 05/2023 → 08/2023
    Wildest Dreams Llc
    Diamond Bar, CA
  • 11/2023 → Present
    U.S. Bancorp Advisors, Llc
    Glendale, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-03-11
S63 Uniform Securities Agent State Law Examination 2022-09-02
  • S66 Uniform Combined State Law Examination
    2024-03-11
  • S63 Uniform Securities Agent State Law Examination
    2022-09-02
Other Names
  • Patty Kerman

View on SEC IAPD

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