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Justin Lee

Charles Schwab & Co., Inc.

Leesburg, VA

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Current Employers
Charles Schwab & Co., Inc.

425 Market Street 17Th Floor, San Francisco, CA 94105 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2023-11-09
  • VA RA
    APPROVED
    Since 2023-11-09

Branch Locations

1603 Village Market Se Suite 100, Leesburg, VA 20175 • 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
Mcadam Llc Haymarket VA 06/2021 08/2023
Temple University Philadelphia PA 08/2018 05/2021
Denison University Granville OH 08/2015 05/2018
Cubix Inc Washington DC 05/2018 09/2020
Grafton Street Restaurant Gainesville VA 09/2016 08/2019
Barrel & Bushel Tysons Corner VA 05/2016 09/2016
Charles Schwab & Co., Inc. Leesburg VA 08/2023 Present
Charles Schwab Bank Leesburg VA 08/2023 Present
  • 06/2021 → 08/2023
    Mcadam Llc
    Haymarket, VA
  • 08/2018 → 05/2021
    Temple University
    Philadelphia, PA
  • 08/2015 → 05/2018
    Denison University
    Granville, OH
  • 05/2018 → 09/2020
    Cubix Inc
    Washington, DC
  • 09/2016 → 08/2019
    Grafton Street Restaurant
    Gainesville, VA
  • 05/2016 → 09/2016
    Barrel & Bushel
    Tysons Corner, VA
  • 08/2023 → Present
    Charles Schwab & Co., Inc.
    Leesburg, VA
  • 08/2023 → Present
    Charles Schwab Bank
    Leesburg, VA
Previous Registrations
  • 2021-10-06 → 2023-07-27
    Mcadam Llc
    Haymarket, VA
    Radnor, PA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-01-08
S65 Uniform Investment Adviser Law Examination 2021-08-27
  • S63 Uniform Securities Agent State Law Examination
    2024-01-08
  • S65 Uniform Investment Adviser Law Examination
    2021-08-27
Designations
Other Names
  • Justin Hyunchaan Lee

View on SEC IAPD

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Other Offices

BERG FAIRCLOTH INVESTMENT ADVISORS · LEESBURG, VA
MCAS · LANSDOWNE, VA
CERITY PARTNERS LLC · LANSDOWNE, VA
MML INVESTORS SERVICES, LLC · Lansdowne, VA
SUMMIT FINANCIAL, LLC · LANSDOWNE, VA
AMJ FINANCIAL WEALTH MANAGEMENT LLC · LEESBURG, VA
EDWARD JONES · Ashburn, VA
VALMARK ADVISERS, INC. · ASHBURN, VA

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