Lawrence Lee

Current Employers

Employment History

• 10/2005 → 07/2022
  Kalos Capital, Inc
  Alpharetta, GA
• 11/1986 → Present
  Lee Financial Services
  Spokane, WA
• 01/2006 → 07/2022
  Kalos Management Inc
  Alpharetta, GA
• 08/2022 → Present
  Centaurus Financial Inc.
  Anaheim, CA

Previous Registrations

• 2006-02-01 → 2022-08-01
  Kalos Management
  Spokane, WA
  Ponte Vedra Beach, FL
  Spokane, WA
• 1995-09-08 → 2005-10-28
  Kms Financial Services, Inc.
  Seattle, WA

Other Businesses

1. LEE FINANCIAL SERVICES, NON INVESTMENT RELATED, SPOKANE WA 99223, DBA FOR BRANDING PURPOSES, SINCE FEB. 1991. 2. LEE FINANCIAL SERVICES POSITION: OWNER NATURE: TAX PREPARATION AND PLANNING, SALE OF INSURANCE RELATED PRODUCTS, PAYROLL PREPARATION, INVESTMENT RELATED: NO NUMBER OF HOURS: 40 INVESTMENT RELATED HOURS PER MONTH: START DATE: 11/17/1986 ADDRESS: SPOKANE WA 99223 DESCRIPTION: PREPARE TAX RETURNS, PREPARE PAYROLL CHECKS AND GOVERNMENT REPORTS, PREPARE PROPOSALS AND SELL INSURANCE PRODUCTS. 3. ALPHA III WEALTH MANAGEMENT POSITION: Owner NATURE: DBA for branding and marketing purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 04/01/2023 ADDRESS: Spokane WA 99223, United States DESCRIPTION: This is a DBA for branding and marketing purposes only. 4. PATHWAY FINANCIAL PLANNING POSITION: Owner NATURE: DBA for branding and marketing purposes only. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 11/01/2025 ADDRESS: 318 S Rebecca Lane, Spokane WA 99223, United States DESCRIPTION: This is a DBA for branding and marketing purposes only.

Exams

• S65 Uniform Investment Adviser Law Examination
  1993-06-05
• S63 Uniform Securities Agent State Law Examination
  1988-11-05

Designations

Other Names

• Larry Lee
• Lawrence Carl Lee