Chrissy A Lee

Current Employers

Employment History

• 03/2007 → 09/2022
  Kalos Financial
  Alpharetta, GA
• 10/2022 → 08/2024
  Lpl Financial
  Alpharetta, GA
• 10/2022 → Present
  Merit Financial Advisors
  Alpharetta, GA
• 08/2024 → Present
  Purshe Kaplan Sterling Investments
  Albany, NY

Previous Registrations

• 2008-10-28 → 2022-09-23
  Kalos Management
  Ponte Vedra Beach, FL

Other Businesses

1. Merit Financial Advisors. Investment Related. At Registered Location. RIA. Investment Advisor Representative. 10/2022. 160. 160. Administrative Support. 2. Stone Creek Capital Management. Investment Related. At Registered Location. RIA. Admin. 10/12/2022 .1 Hour Per Month. All During Trading. I provide administrative support to Stone Creek Capital Management. 3. MFG Employment Services, LLC. Not Investment Related. At Registered Location. Merit Employment Services. COO. 8/2024. 1 Hr/Mo; All During Trading Hours. Entity to Employ Merit Employees. 4. MFG Securities LLC. Investment Related. At Registered Location. LUBD. COO. 8/2024. 1 Hr/Mo; All During Trading Hours. LUBD for PKS Commission Payments. 5. Merit Agency. Investment Related. At Registered Location. Insurance General Agency. COO. 8/2024. 1 hr/Mo; All During Trading Hours. COO for Insurance GA for Non-Variable Business. 6. PKS. Investment Related. At the registered location. RR of BD. Commission compensation.

Exams

• S66 Uniform Combined State Law Examination
  2008-10-22

Other Names

• Chrissy Ann Kim
• Chrissy A Lee
• Chrissy Lee