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Taryn Renae Lee

Commonwealth Financial Network

Seattle, WA

Bellevue, WA

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Current Employers
Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2020-10-15
  • WA RA
    APPROVED
    Since 2020-10-15

Branch Locations

1904 3Rd Ave, Ste 925, Seattle, WA 98101 • United States

Bellevue, WA • 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
Kms Financial Services, Inc Seattle WA 12/2004 10/2020
Ann Novosel, Cfp® Seattle WA 04/2003 06/2023
Commonwealth Financial Network San Diego CA 10/2020 06/2023
Financial Advisory Partners Seattle WA 06/2023 03/2026
Commonwealth Financial Network San Diego CA 06/2023 Present
Wealthspring Seattle WA 04/2026 Present
  • 12/2004 → 10/2020
    Kms Financial Services, Inc
    Seattle, WA
  • 04/2003 → 06/2023
    Ann Novosel, Cfp®
    Seattle, WA
  • 10/2020 → 06/2023
    Commonwealth Financial Network
    San Diego, CA
  • 06/2023 → 03/2026
    Financial Advisory Partners
    Seattle, WA
  • 06/2023 → Present
    Commonwealth Financial Network
    San Diego, CA
  • 04/2026 → Present
    Wealthspring
    Seattle, WA
Previous Registrations
  • 2005-01-03 → 2020-10-15
    Kms Financial Services, Inc.
    Los Angeles, CA
    Seattle, WA
    Seattle, WA
  • 2003-03-05 → 2003-03-17
    Hornor, Townsend & Kent, Llc
    Bellevue, WA
Other Businesses

Fixed insurance sales; as of 06/28/2021; Less than 10% of time spent during business hours; Conducted at branch location; Investment related.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-02-06
  • S66 Uniform Combined State Law Examination
    2003-02-06
Designations

View on SEC IAPD

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Other Investors

JOHN DAVID ALBERG
JEFFREY ALAN MULLEN
CHRIS DARRYL FEATHERSTONE
WILLIAM LEE REECE
ANDREW JAMES BARFOOT
JONATHAN JACOB WITTLIN
MATTHEW ALLAN TIGERT
JENNA M BRAZILE

Other Offices

KLAKNA GROUP LTD · SEATTLE, WA
EUCLIDEAN TECHNOLOGIES MANAGEMENT, LLC · SEATTLE, WA
MADISON PARK CAPITAL ADVISORS, LLC · SEATTLE, WA
ETERNAL DIGITAL FUND LTD. · SEATTLE, WA
FREESTONE CAPITAL MANAGEMENT, LLC · SEATTLE, WA
CEDAR RIVER CAPITAL, LLC · SEATTLE, WA
ROBERT A. UNDERHILL P.C. · SEATTLE, WA
SITKA PACIFIC CAPITAL MANAGEMENT, LLC · SEATTLE, WA

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