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13500 Evening Creek Dr. N #555, San Diego, CA 92128 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2012-08-07 |
Branch Locations
13500 Evening Creek Dr N #555, San Diego, CA 92128 • USA
1875 N Lakewood Drive Suite 102, Coeur D'ALene, ID 83814 • United States
1407 16Th Avenue Suite A, Lewiston, ID 83501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schrette & Lee Wealth Management (Dba) | Lewiston | ID | 06/2002 | Present |
| Madison Avenue Securities, Inc. | Lewiston | ID | 08/2012 | Present |
NAME OF BUSINESS: SCHRETTE & LEE FINANCIAL SERVICES, INC. DBA SCHRETTE & LEE WEALTH MANAGEMENT POSITION: VICE PRESIDENT NATURE: INVESTMENT RELATED ACTIVITIES INVESTMENT RELATED: YES NUMBER OF HOURS: 160 INVESTMENT RELATED HOURS: 160 START DATE: 6/2002; START DATE DBA 02/2013 ADDRESS: 1407 16TH AVENUE, LEWISTON ID 83501 DESCRIPTION: PERFORM DUTIES RELATED TO INVESTMENT ADVICE AS REGISTERED REPRESENTATIVE AND AN IAR. NAME OF BUSINESS: SLKF, LLC,YES,1407 16TH AVENUE, LEWISTON, ID 83501,REAL ESTATE HOLDING COMPANY,VICE PRESIDENT, PART OWNER,08/01/2007,40,40,BUY, SELL, AND LEASE COMMERCIAL AND RESIDENTIAL REAL ESTATE. JOSEPH LEE, INDEPENDENT INSURANCE AGENT,YES,1407 16TH AVE, LEWISTON, ID 83501,FIXED INSURANCE SALES,06/01/2002,160,160,SALES AND SERVICE OF FIXED INSURANCE PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-06 |
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