Lawton Wade Lee

Current Employers

Employment History

• 07/2002 → Present
  L.W. Lee Financial Services Llc
  Honolulu, HI
• 08/2000 → Present
  Acel,Llc. Dba Mortgage Unlimited
  Honolulu, HI
• 12/2007 → Present
  Integrated Wealth Solutions
  Honolulu, HI
• 12/2007 → 09/2025
  Avantax Investment Services, Inc.
  Honolulu, HI
• 05/2002 → Present
  Acel, Llc
  Honolulu, HI
• 12/2020 → 09/2025
  Avantax Advisory Services
  Honolulu, HI
• 05/2002 → Present
  Dba Mortgage Unlimited
  Honolulu, HI
• 05/2002 → Present
  Dba Processors Pro
  Honolulu, HI
• 05/2002 → Present
  Dba Processors Pro
  Honolulu, HI
• 05/2002 → Present
  Dba Mortgage Unlimited
  Honolulu, HI
• 09/2025 → Present
  Cetera Wealth Services, Llc
  Honolulu, HI
• 09/2025 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2020-12-08 → 2025-09-05
  Avantax Advisory Services
  Honolulu, HI

Other Businesses

1) ACEL, LLC~'NIR'~1314 S King St, Ste 1153~Honolulu~HI~96814~Real Estate/Mortgage (I.E. Sales Agent/Broker, Mortgage Originator)~Owner~5/29/2002~40hrs~20hrs~Office administration including maintaining the books and records, maintaining and updating computer systems and technology, and meeting with customers seeking a mortgage loan for purchase or refinance. 2) Business Integration Group, Inc.~'NIR'~1314 S. King St, Ste 1153~Honolulu~HI~96814~Accounting Services/Tax Preparation~Owner~11/1/2011~40hrs~40hrs~Office administration and tax preparation. 3) L.W. Lee Financial Services, LLC~'NIR'~1314 S King St, Ste 1153~Honolulu~HI~96814~Professional Services - Business/Individual~Owner/Sole Proprietor~7/1/2002~1hrs~0hrs~Manager 4) Ronald Lee & Associates, Inc.~'NIR'~1314 S King St, Ste 1155~Honolulu~HI~96814~Accounting Services/Tax Preparation~Owner~9/16/2014~150hrs~150hrs~Meeting with clients, preparing Tax Returns, preparing Financial Statements. 5) MORTGAGE UNLIMITED POSITION: Office Manager NATURE: This is a dba Trade Name for ACEL, LLC which is already registered as an OBA. INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/29/2002 ADDRESS: 1314 S King St, Suite 1153, Honolulu HI 96814, United States DESCRIPTION: This is a dba Trade Name for ACEL, LLC which is already registered as an OBA. 6) PROCESSORS PRO POSITION: Office Manager NATURE: This is a dba Trade Name for ACEL, LLC which is already registered as an OBA.? INVESTMENT RELATED: No NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 05/29/2002 ADDRESS: 1314 S King St, Suite 1153, Honolulu HI 96814, United States DESCRIPTION: This is a dba Trade Name for ACEL, LLC which is already registered as an OBA.

Exams

• S65 Uniform Investment Adviser Law Examination
  2020-09-28
• S63 Uniform Securities Agent State Law Examination
  1999-05-20

Other Names

• Lawton W Lee