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2422 W. Sunset Drive, Tampa, FL 33629 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-08-06 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Financial, Inc | San Diego | CA | 06/2014 | 02/2017 |
| Kestra Private Wealth Services, Llc | San Diego | CA | 06/2014 | 02/2017 |
| Commonwealth Financial Network | Waltham | MA | 02/2017 | 09/2018 |
| Investmark Advisory Group Llc | Stamford | CT | 02/2017 | 09/2018 |
| Altium Wealth Management Llc | Purchase | NY | 09/2018 | 11/2019 |
| Tiger Wealth Management | Darien | CT | 07/2014 | 02/2017 |
| Self Employed | Darien | CT | 11/2019 | Present |
| Compass Financial Management Llc | Parsippany | NJ | 01/2020 | Present |
Michael Lee Investments LLC Owner 2020 Both trading and non trading 10 hrs/mo Media Commentator & Speaker on Economics, Markets, and Politics, for Fox Business, RFD-TV, CMG Media and others CFO for Audiebant US, 1343 Main Street Sarasota, FL 34236. Business is a technology reseller/distributor in the US for Audiebant UK, https://audiebant.co.uk/ a mass communications provider. Duties to include bill pay, accounting, and finance for company. Not investment related, Part time, for compensation. Will require 15-20 hours a month during business hours. Start date 6/9/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-01-14 |
| S66 | Uniform Combined State Law Examination | 2002-05-16 |
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