Samuel Eugene Lee

Current Employers

Employment History

• 10/1989 → Present
  Guardian Life Insurance Co. Of America
  New York, NY
• 05/1999 → Present
  Park Avenue Securities Llc
  Atlanta, GA
• 10/1989 → Present
  Peachtree Planning Corporation
  Cartersville, GA

Previous Registrations

• 2003-05-14 → 2010-12-31
  Peachtree Planning Advisors, Inc.
  Cartersville, GA

Other Businesses

1. Black Bear Lodge-Rentals handled by a rental agency, Start: 03/15/2002, Address: 1259 Walkabout Creek Road Morganton, GA 30560, 2 non bus hrs per month, Investment related, 2. Leake Street, LLC-Office building my business is operated out of, Start:3-15-1991, Address: 111 LEAKE STREET, CARTERSVILLE GA , 2 Non bus hrs per month, Not investment related, 3) Executor for Jerry Lee and Mary Lee- My brother, Jerry Lee, and his wife have asked me to serve as the executor of their wills., Start date: 10/19/2022, Address: 111 Leake St, Cartersville, GA 30120, 0 total hours per month 0 during securities trading hours, Not Investment related, No annual compensation, 4) Other Insurance Products - Fixed Annuities - writing agent with brokered fixed annuity products that are not with PAS, Start date: 01/30/2023, Address: 111 Leake St, Cartersville, GA 30120, 2 total hours per month 2 during securities trading hours, Investment related, Less than 10% annual compensation,

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-09-23
• S63 Uniform Securities Agent State Law Examination
  1990-02-05

Designations

Other Names

• Gene Lee
• Samuel Eugene Lee
• Samuel E Lee