Preston A Lee

Current Employers

Employment History

• 03/2016 → 09/2023
  E*Trade Securities Llc
  Sandy, UT
• 02/2016 → 09/2023
  E*Trade Capital Management Llc
  Sandy, UT
• 01/2023 → 01/2024
  Morgan Stanley
  Sandy, UT
• 02/2024 → Present
  Wealth Management Cpas, Llc
  Salt Lake City, UT

Previous Registrations

• 2023-01-11 → 2024-01-30
  Morgan Stanley
  Sandy, UT
• 2016-02-11 → 2023-09-05
  Harrisdirect Llc
  Sandy, UT
  Arlington, VA
• 2011-09-07 → 2016-02-10
  Td Ameritrade, Inc.
  Salt Lake City, UT
  Draper, UT
• 2011-09-07 → 2016-02-10
  Td Ameritrade Investment Management, Llc
  Salt Lake City, UT
  Draper, UT
• 2011-06-07 → 2011-09-02
  Strategic Advisers Llc
  American Fork, UT

Other Businesses

*446871 (1) Herriman Rental; No; Herriman, UT; Real Estate; Owner; 07/2021; 1/MO; 1/MO; Property Management *14452 (1) Herriman Rental; No; Herriman, UT; Real Estate; Owner; 07/2023; 1/MO; 1/MO; Property Management *14548 (1) Herriman Rental; No; Herriman, UT; Real Estate; Owner; 08/2023; 1/MO; 1/MO; Property Management

Exams

• S66 Uniform Combined State Law Examination
  2011-06-06
• S63 Uniform Securities Agent State Law Examination
  2007-12-29