Emily N Lee

Current Employers

Employment History

• 12/2015 → 04/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bristol, TN
• 06/2019 → 12/2021
  Cetera Advisor Etworks
  El Segundo, CA
• 04/2019 → 12/2021
  Carson Wealth
  Johnson City, TN
• 06/2014 → 05/2020
  Birthplace Of Country Music Inc.
  Bristol, TN
• 06/2015 → Present
  Highlands Community Services
  Abingdon, VA
• 12/2021 → 12/2023
  Concord Wealth Partners
  Abingdon, TN
• 09/2022 → Present
  Boys & Girls Club Of Mountain Empire
  Bristol, VA
• 06/2017 → 12/2022
  Emory & Henry Alumni Board
  Emory, VA
• 03/2023 → Present
  William King Museum Of Art
  Abingdon, VA
• 01/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 01/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-12-06 → 2024-01-02
  Concord Wealth Partners
  Abingdon, VA
• 2019-05-06 → 2021-12-08
  Cwm, Llc
  Kingsport, TN
  Omaha, NE
  Johnson City, TN
• 2014-05-14 → 2019-04-10
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Bristol, TN

Other Businesses

1) WASHINGTON COUNTY ROTARY, 112 COURT ST NE ABINGDON VA, 01/2024, TREASURER, CIVIC CLUB, NIR, 4 HR/MO 0 HR/MO TRADING 2) BOYS AND GIRLS CLUB OF THE MOUNTAIN EMPIRE, 334 REBECCA ST BRISTOL VA, 01/2024, BOARD MEMBER, NIR, 2 HR/MO 0 HR/MO TRADING 3) STATELINE WEALTH ADVISORS, 815 SHELBY STREET SUITE 103 BRISTOL TN, 01/2024, IAR, DBA, INV REL, 170 HR/MO 130 HR/MO TRADING 4) STATELINE WEALTH PROPERTIES LLC, 410 W MAIN STREET ABINGDON VA, 08/2024, OWNER, REAL ESTATE, NIR, 160 HR/MO 160 HR/MO TRADING 5) WILLIAM KING MUSEUM OF ART, 415 Academy Dr. NW, Abingdon VA 24210, 03/2025, Board Trustee, Arts/Performing Arts, NIR, 2 HR/MO, 1 HR/MO TRADING.

Exams

• S63 Uniform Securities Agent State Law Examination
  2024-04-02
• S66 Uniform Combined State Law Examination
  2014-05-09

Designations

Other Names

• Emily Nicole Cockerham
• Emily Nicole Lee
• Emily N Cockerham