Dwight Dai Lee

Current Employers

Employment History

• 02/2016 → 03/2019
  Questar Capital
  Minneapolis, MN
• 02/2016 → 03/2019
  Questar Asset Management
  Minneapolis, MN
• 03/2019 → 07/2022
  Woodbury Financial Services, Inc.
  Long Beach, CA
• 03/2019 → 07/2022
  Woodbury Financial Services, Inc.
  Long Beach, CA
• 08/2022 → 07/2025
  Infinex Investments, Inc.
  Long Beach, CA
• 07/2025 → Present
  Lpl Financial Llc
  Long Beach, CA

Previous Registrations

• 2022-08-01 → 2025-07-22
  Osaic Institutions, Inc.
  Long Beach, CA
  Long Beach, CA
  Meriden, CT
• 2019-03-01 → 2022-08-03
  Woodbury Financial Services, Inc.
  Long Beach, CA
  Montebello, CA
  Cerritos, CA
• 2016-02-29 → 2019-03-01
  Questar Asset Management, Inc.
  Long Beach, CA
  Minneapolis, MN
• 2012-01-03 → 2016-03-08
  Lpl Financial Llc
  Lakewood, CA
  Westlake Village, CA
  Long Beach, CA
  Huntington Beach, CA
  Mesa, AZ
  Rosemead, CA
  E Los Angeles, CA
  Monterey Park, CA
  Los Angeles, CA
  Huntington Beach, CA
  Lakewood, CA
  Huntington Beach, CA
  Laguna Hills, CA
  Costa Mesa, CA
  Laverne, CA
  Seal Beach, CA
  Huntington Beach, CA
• 2005-06-20 → 2011-12-31
  Cuna Brokerage Services, Inc.
  Torrance, CA
  Huntington Beach, CA
  Lakewood, CA
  Huntington Beach, CA
  Huntington Beach, CA
• 2004-08-09 → 2005-03-04
  Essex National Securities, Llc
  Napa, CA

Other Businesses

1. 07/2025 - DWIGHT WEALTH MANAGEMENT - DBA for LPL Business (entity for LPL business) - Investment related - 160 Hrs/Mth - 8 Hrs During Trading - At reported business location(s) - OBA Start date : 07/21/2025

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-06-16
• S63 Uniform Securities Agent State Law Examination
  1997-06-06