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Adam William Lee

Castlepoint Wealth Advisors

Oklahoma City, OK

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Current Employers
Castlepoint Wealth Advisors

7308 N. Classen Blvd., Oklahoma City, OK 73116 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2021-09-13
  • OK RA
    APPROVED
    Since 2021-09-13

Branch Locations

7308 N. Classen Blvd., Oklahoma City, OK 73116 • 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
Love's Travel Stops Oklahoma City OK 07/2016 07/2021
Castlepoint Wealth Advisors Oklahoma City OK 08/2021 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-09-13
  • S65 Uniform Investment Adviser Law Examination
    2021-09-13
Designations

View on SEC IAPD

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