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Paulo Lee

Equitable Advisors, LLC

Bellevue, WA

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Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-07-20
WA RA APPROVED 2026-01-22
  • TX RA
    APPROVED
    Since 2026-07-20
  • WA RA
    APPROVED
    Since 2026-01-22

Branch Locations

10500 Ne 8Th Street Suite 1600, Bellevue, WA 98004 • 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
Unemployed Renton WA 02/2025 01/2026
Design Pickle Scottsdale AZ 04/2024 01/2025
Unemployed Renton WA 07/2023 03/2024
Qorusdocs Bellevue WA 12/2020 06/2023
Unemployed Renton WA 10/2020 11/2020
Botify New York NY 06/2019 09/2020
Unemployed Renton WA 03/2019 05/2019
Payscale Seattle WA 03/2012 02/2019
Church Of The Beloved Renton WA 01/2025 Present
Equitable Advisors, Llc New York NY 01/2026 Present
  • 02/2025 → 01/2026
    Unemployed
    Renton, WA
  • 04/2024 → 01/2025
    Design Pickle
    Scottsdale, AZ
  • 07/2023 → 03/2024
    Unemployed
    Renton, WA
  • 12/2020 → 06/2023
    Qorusdocs
    Bellevue, WA
  • 10/2020 → 11/2020
    Unemployed
    Renton, WA
  • 06/2019 → 09/2020
    Botify
    New York, NY
  • 03/2019 → 05/2019
    Unemployed
    Renton, WA
  • 03/2012 → 02/2019
    Payscale
    Seattle, WA
  • 01/2025 → Present
    Church Of The Beloved
    Renton, WA
  • 01/2026 → Present
    Equitable Advisors, Llc
    New York, NY
Other Businesses

Church of the Beloved - 1700 NE 28th St. Renton, WA. 98056 - 12 hours a week - weekends - Volunteer - no comp.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-09-29
  • S66 Uniform Combined State Law Examination
    2025-09-29

View on SEC IAPD

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Other Investors

BRIAN RAY JOHNSON
TERESA LYNN LAMAR
LIN GONG
JOSEPH NORMAN LEVESQUE
Brandon Charles Zilles
Jacob M Demharter
KELSEN WILLIAM EDWINS
Christopher Lee-Haas Sittner

Other Offices

BASECAMP WEALTH ADVISORS, LLC · BELLEVUE, WA
THREADLINE WEALTH · BELLEVUE, WA
SCS · BELLEVUE, WA
STEWARD CAPITAL LLC. · BELLEVUE, WA
GALLAGHER FIDUCIARY ADVISORS, LLC · Bellevue, WA
LPL FINANCIAL LLC · BELLEVUE, WA
LIDO · BELLEVUE, WA
FOCUS PARTNERS WEALTH, LLC · Bellevue, WA

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