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Noah Christian Lee

Voya Financial Advisors, Inc.

Austin, TX

Schwab Wealth Advisory, Inc.

Westlake, TX

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Current Employers
Voya Financial Advisors, Inc.

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-20
  • TX RA
    APPROVED
    Since 2026-07-20

Branch Locations

7000 North Mopac Expressway Suite 240, Austin, TX 78731 • United States

Schwab Wealth Advisory, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-11-28
  • TX RA
    APPROVED
    Since 2022-11-28

Branch Locations

3000 Schwab Way, Westlake, TX 76262 • 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
Charles Schwab & Co., Inc. Westlake TX 10/2019 07/2026
Ur9 Solutions Dallas TX 01/2019 06/2019
Lee & Braziel, Llp Dallas TX 01/2012 01/2018
Favor Dallas TX 06/2016 09/2019
Elkwood Capital Dallas TX 06/2019 07/2019
The University Of Texas At Rio Grande Valley Edinburg TX 08/2016 05/2019
Schwab Wealth Advisory Inc Westlake TX 10/2022 07/2026
Voya Financial Advisors Austin TX 07/2026 Present
  • 10/2019 → 07/2026
    Charles Schwab & Co., Inc.
    Westlake, TX
  • 01/2019 → 06/2019
    Ur9 Solutions
    Dallas, TX
  • 01/2012 → 01/2018
    Lee & Braziel, Llp
    Dallas, TX
  • 06/2016 → 09/2019
    Favor
    Dallas, TX
  • 06/2019 → 07/2019
    Elkwood Capital
    Dallas, TX
  • 08/2016 → 05/2019
    The University Of Texas At Rio Grande Valley
    Edinburg, TX
  • 10/2022 → 07/2026
    Schwab Wealth Advisory Inc
    Westlake, TX
  • 07/2026 → Present
    Voya Financial Advisors
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-11-28
S63 Uniform Securities Agent State Law Examination 2021-03-26
  • S66 Uniform Combined State Law Examination
    2022-11-28
  • S63 Uniform Securities Agent State Law Examination
    2021-03-26

View on SEC IAPD

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