Best Investors
Account
Sign in
Best Investors
Account
Sign in
Belmont, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invision Capital Advisor, Llc | San Francisco | CA | 03/2015 | Present |
From time to time, Mr. Lee serves as independent business/financial advisor to small/medium businesses and startups. This commitment is less than 40 hours/month and is usually carried out during non securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2002-09-27 |
Reach out to this advisor