Fang-hsi Lee

Current Employers

Private Advisor Group, Llc

305 Madison Avenue, Morristown, NJ 07960 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2026-07-16

TX RA
APPROVED

Since 2026-07-16

Branch Locations

1170 Corporate Dr W, Ste 204, Arlington, TX 76006 • United States

305 Madison Avenue, Morristown, NJ 07960 • United States

450 Independence Pkwy, Ste 100, Plano, TX 75075 • 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

Organization	City	State	From	To
Avantax Investment Services Inc.	Arlington	TX	12/2022	09/2025
Lam, Po & Xu, Cpa's P.C.	Arlington	TX	09/2018	Present
Cap Barbell, Inc.	Long Beach	CA	12/2016	08/2017
University Of Illinois Champaign-Urbana	Champaign	IL	05/2013	12/2016
University Of Illinois Champaign-Urbana	Champaign	IL	08/2017	08/2018
Avantax Advisory Services	Arlington	TX	12/2022	09/2025
Cetera Wealth Services, Llc	Arlington	TX	09/2025	07/2026
Cetera Investment Advisers Llc	Schaumburg	IL	09/2025	07/2026
Lpl Financial, Llc	Arlington	TX	07/2026	Present
Private Advisor Group, Llc	Morristown	NJ	07/2026	Present

12/2022 → 09/2025

Avantax Investment Services Inc.

Arlington, TX
09/2018 → Present

Lam, Po & Xu, Cpa's P.C.

Arlington, TX
12/2016 → 08/2017

Cap Barbell, Inc.

Long Beach, CA
05/2013 → 12/2016

University Of Illinois Champaign-Urbana

Champaign, IL
08/2017 → 08/2018

University Of Illinois Champaign-Urbana

Champaign, IL
12/2022 → 09/2025

Avantax Advisory Services

Arlington, TX
09/2025 → 07/2026

Cetera Wealth Services, Llc

Arlington, TX
09/2025 → 07/2026

Cetera Investment Advisers Llc

Schaumburg, IL
07/2026 → Present

Lpl Financial, Llc

Arlington, TX
07/2026 → Present

Private Advisor Group, Llc

Morristown, NJ

Previous Registrations

2025-09-05 → 2026-07-27

Cetera Investment Advisers Llc

Plano, TX

Arlington, TX
2023-03-29 → 2025-09-05

Avantax Advisory Services

Dallas, TX

Arlington, TX

Other Businesses

1. 07/2026 – PAXEL CONSULTING LLC– Tax Prep/Accounting/CPA – Not Inv Related – 160 Hour(s)/Month – 140 Hour(s) During Trading – Plano TX 75075 – OBA Start Date: 01/01/2023 2. 07/2026 – Paxel Financial Consulting – DBA for LPL Business (entity for LPL business) – Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – At Reported Business Location (s) – OBA Start Date: 07/16/2026 3. 07/2026 – Tontin LP – Real Estate Rental – Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Arlington TX 76006 – OBA Start Date: 01/01/2023 4. 07/2026 – Independence 190 LLC – Real Estate Rental– Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Plano TX 75075 – OBA Start Date: 01/01/2023 5. 07/2026– FANG-HSI LEE – Notary – Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Plano TX 75075 – OBA Start Date: 01/19/2026 6. 07/2026 – LAM PO & XU CPAS – Business Owner – Inv Related – 10 Hour(s)/Month – 0 Hour(s) During Trading – Arlington TX 76006 – OBA Start Date: 08/27/2018 7. 07/2026 – FANG-HSI LEE – Real Estate Rental– Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Frisco TX 75035 – OBA Start Date: 05/01/2021 8. 07/2026 – HARRY LEE HOLDINGS LLC – Business Entity For Tax/Investment Purposes Only – Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – McKinney TX 75071 – OBA Start Date: 01/01/2025

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2023-03-29

S66 Uniform Combined State Law Examination

2023-03-29

Other Names

Harry Lee
Fang Hsi Lee

View on SEC IAPD