David Michael Lee

Current Employers

Avidian Wealth Solutions

800 Town & Country Blvd Ste 220, Houston, TX 77024 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-01-21

TX RA
APPROVED

Since 2020-01-21

Branch Locations

800 Town & Country Blvd Ste 220, Houston, TX 77024 • 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

Organization	City	State	From	To
David M. Lee, Pc	Houston	TX	01/1990	Present
Avidian Wealth Solutions, Llc F/K/A Sta Wealth Management, Llc	Houston	TX	01/2020	Present

01/1990 → Present

David M. Lee, Pc

Houston, TX
01/2020 → Present

Avidian Wealth Solutions, Llc F/K/A Sta Wealth Management, Llc

Houston, TX

Previous Registrations

2003-01-13 → 2021-03-31

David M. Lee, P.C.

Cypress, TX

Houston, TX
2002-01-02 → 2002-12-31

David M. Lee, P.C.

Houston, TX

Other Businesses

DAVID M. LEE, PC IS ALSO ENGAGED IN TAX, ACCOUNTING AND FINANCIAL PLANNING. THE ADDRESS IS THE SAME. BEING THE ONLY PROFESSIONAL, ALL ACTIVITIES ARE PERFORMED BY MYSELF. APPROXIMATELY 65% OF THE TIME OR APPROXIMATELY 100 HOURS A MONTH IS DEVOTED TO THIS OTHER BUSINESS ACTIVITY.