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New Smyrna Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-21 |
| NJ | RA | APPROVED | 2025-10-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments Llc | Montvale | NJ | 09/2015 | 06/2017 |
| Wealth Planning Advisors Llc | New Smyrna Beach | FL | 03/2022 | Present |
| Wealth Plannings Advisors Llc | Cudjoe Key | FL | 09/2017 | 03/2022 |
- Name of the business: Soo Lee, Independent Licenced Life and Health agent. - Non-Investment Related - Address for FL: 4139 S Atlantic Ave. B503 New Smyrna Beach, FL 32169 - Nature of the business: Selling annuities, life insurance, and medicare - Independent from other business - Position: Independent Licensed Insurance Agent - Title: Independent Life/Health agent - Start date: 08/2020 - Spend about 15 hours per week - Devoting about 8 hours per week during securities trading hours - Assist individuals who are nearing retirement or seeking life insurance, annuities, or Medicare plans.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-23 |
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