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Trey Elden Waite

Lee Financial Company, LLC

Dallas, TX

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Current Employers
Lee Financial Company, Llc

8350 N. Central Expressway Suite 1800, Dallas, TX 75206 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-01-15
  • TX RA
    APPROVED
    Since 2020-01-15

Branch Locations

8350 N. Central Expressway Suite 1800, Dallas, TX 75206 • 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
Texas Tech University Lubbock TX 08/2016 05/2017
Regentatlantic Morristown NJ 05/2017 08/2017
Texas Tech University Lubbock TX 08/2017 12/2017
Sullivan Bruyette Speros & Blayney, Llc Mclean VA 01/2018 08/2019
Lee Financial Dallas TX 08/2019 Present
  • 08/2016 → 05/2017
    Texas Tech University
    Lubbock, TX
  • 05/2017 → 08/2017
    Regentatlantic
    Morristown, NJ
  • 08/2017 → 12/2017
    Texas Tech University
    Lubbock, TX
  • 01/2018 → 08/2019
    Sullivan Bruyette Speros & Blayney, Llc
    Mclean, VA
  • 08/2019 → Present
    Lee Financial
    Dallas, TX
Designations
Other Names
  • Trey Waite

View on SEC IAPD

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