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Inactive

Christopher Thomas Lee

Passport Wealth Management

Cornelius, NC

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Current Employers
Passport Wealth Management

17505 W Catawba Ave #200, Cornelius, NC 28031 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2026-02-05
  • NC RA
    APPROVED
    Since 2026-02-05

Branch Locations

17505 W Catawba Ave #200, Cornelius, NC 28031 • 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
Chick-Fil-A Brentwood TN 09/2015 05/2019
Trustcore Financial Brentwood TN 06/2019 08/2019
Sfmg Wealth Advisors Plano TX 06/2021 08/2021
Choreo Charlotte NC 06/2022 08/2022
University Of Georgia Athens GA 08/2018 12/2022
University Of Georgia Athens GA 01/2022 12/2022
Unemployed- Extended Travel Brentwood TN 01/2023 01/2024
Passport Wealth Management Cornelius NC 02/2024 Present
  • 09/2015 → 05/2019
    Chick-Fil-A
    Brentwood, TN
  • 06/2019 → 08/2019
    Trustcore Financial
    Brentwood, TN
  • 06/2021 → 08/2021
    Sfmg Wealth Advisors
    Plano, TX
  • 06/2022 → 08/2022
    Choreo
    Charlotte, NC
  • 08/2018 → 12/2022
    University Of Georgia
    Athens, GA
  • 01/2022 → 12/2022
    University Of Georgia
    Athens, GA
  • 01/2023 → 01/2024
    Unemployed- Extended Travel
    Brentwood, TN
  • 02/2024 → Present
    Passport Wealth Management
    Cornelius, NC
Designations

View on SEC IAPD

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CORNERSTONE WEALTH
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Other Investors

DAVE ALLISON EDWARDS
Thomas William Cooley
DAVID LAWRENCE SCHIFF
DAVID PAUL COSS
EDWIN BENNETT GRESHAM
Kimberly Belk Kaylor
Jarred Allen West
LARKIN WOBBE

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Cornelius, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · HUNTERSVILLE, NC
RAYMOND JAMES & ASSOCIATES, INC. · HUNTERSVILLE, NC
AMERIPRISE FINANCIAL SERVICES, LLC · Huntersville, NC
MML INVESTORS SERVICES, LLC · Huntersville, NC
CORNERSTONE WEALTH · HUNTERSVILLE, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Huntersville, NC

More in Cornelius, NC

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