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Andrew Paul Lee

Linkside Financial LLC

Charlotte, NC

Charlotte, NC

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Current Employers
Linkside Financial Llc

4201 Congress St Suite 145, Charlotte, NC 28209 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2025-06-20
  • NC RA
    APPROVED
    Since 2025-06-20

Branch Locations

4201 Congress St Suite 145, Charlotte, NC 28209 • United States

Charlotte, NC • 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
Linkside Financial Llc Charlotte NC 06/2025 Present
Carolina Panthers Charlotte NC 08/2016 09/2017
Arizona Cardinals Phoenix AZ 09/2017 03/2023
None Charlotte NC 03/2023 05/2025
  • 06/2025 → Present
    Linkside Financial Llc
    Charlotte, NC
  • 08/2016 → 09/2017
    Carolina Panthers
    Charlotte, NC
  • 09/2017 → 03/2023
    Arizona Cardinals
    Phoenix, AZ
  • 03/2023 → 05/2025
    None
    Charlotte, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-29
  • S65 Uniform Investment Adviser Law Examination
    2025-04-29

View on SEC IAPD

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