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PATRICIA MARIE SCHLEE
CRD#: 2317197
IA
Investment Adviser
B
Broker
U.S. BANCORP ADVISORS, LLCCRD#: 14455 800 N. BRAND BLVD., 16TH FLOOR
GLENDALE, CA 91203
Registration History
19952000200520102015202020252 FIRMS2000 - 2000 (<1 year)IAU.S. BANCORP ADVISORS, LLC (CRD# 14455)2008 - Present (16 years)BU.S. BANCORP ADVISORS, LLC (CRD# 14455)2002 - Present (22 years)BWACHOVIA SECURITIES, INC. (CRD# 19616)2002 - 2002 (<1 year)BWM FINANCIAL SERVICES, INC. (CRD# 599)2000 - 2002 (1 year)BPFS INVESTMENTS INC. (CRD# 10111)1993 - 2000 (6 years)
License(s)

State Registrations

B
California 6/13/2002

B
North Carolina 3/14/2017

IA
California 5/6/2008

IA
North Carolina 4/7/2017

B
Colorado 1/12/2006

B
Oregon 12/17/2008

B
Connecticut 5/28/2024

IA
Oregon 2/3/2021

B
Hawaii 10/13/2015

B
Pennsylvania 1/21/2010

B
Idaho 9/9/2016

B
Utah 12/11/2018

B
Maryland 8/18/2016

B
Vermont 10/5/2022

B
Massachusetts 6/1/2022

B
Virginia 4/27/2010

B
Nebraska 9/7/2023

B
Washington 12/17/2008

B
Nevada 1/24/2012

IA
Washington 7/27/2022

B
New York 9/23/2010

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
U.S. BANCORP ADVISORS, LLC (CRD#:14455)
800 N. BRAND BLVD., 16TH FLOOR, GLENDALE, CA 91203
Registered with this firm since 5/6/2008

B
U.S. BANCORP ADVISORS, LLC (CRD#:14455)
800 N. BRAND BLVD., 16TH FLOOR, GLENDALE, CA 91203
Registered with this firm since 6/13/2002

Previous Registration(s)
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B
01/28/2002 - 06/21/2002 WACHOVIA SECURITIES, INC. (CRD#:19616) ST. LOUIS, MO
B
11/20/2000 - 01/07/2002 WM FINANCIAL SERVICES, INC. (CRD#:599) IRVINE, CA
B
02/08/2000 - 12/05/2000 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) FORT WAYNE, IN
B
02/08/2000 - 12/05/2000 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) FORT WAYNE, IN
B
03/08/1993 - 01/27/2000 PFS INVESTMENTS INC. (CRD#:10111) DULUTH, GA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.