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Robert Sung-Bum Lee

Blueprint Investing LLC

Fairfield, CA

San Francisco, CA

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Current Employers
Blueprint Investing Llc

One Sansome Street 14Th Floor, San Francisco, CA 94104 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2010-07-14
CA RA APPROVED 2009-11-17
  • TX RA
    APPROVED
    Since 2010-07-14
  • CA RA
    APPROVED
    Since 2009-11-17

Branch Locations

Fairfield, CA • United States

One Sansome Street 14Th Floor, San Francisco, CA 94104 • 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
OrganizationCityStateFromTo
Blueprint Investing Llc San Francisco CA 10/2009 Present
Blueprint Investing Llc San Francisco CA 04/2021 02/2024
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2009-11-13
S63 Uniform Securities Agent State Law Examination 1998-11-03
  • S65 Uniform Investment Adviser Law Examination
    2009-11-13
  • S63 Uniform Securities Agent State Law Examination
    1998-11-03
Other Names
  • Robert Sungbum Lee
  • Bob Lee

View on SEC IAPD

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