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Inactive

Jon R Lee

Tactive Advisors, LLC

Sarasota, FL

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Current Employers
Tactive Advisors, Llc

1990 Main Street Suite 750, Sarasota, FL 34236 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-01-23
  • FL RA
    APPROVED
    Since 2025-01-23

Branch Locations

1990 Main Street Suite 750, Sarasota, FL 34236 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Aegis Capital Corp Sarasota FL 06/2015 05/2022
Eagle Wealth Advisors Sarasota FL 01/2020 02/2024
Lcm Capital Advisors Llc Sarasota FL 03/2010 Present
Tactive Advisors, Llc Jacksonville FL 01/2024 Present
American Global Wealth Management Mcdonough GA 08/2024 Present
Global Investment Advisory Mcdonough GA 05/2025 Present
Previous Registrations
Other Businesses

1) LCM CAPITAL ADVISORS, 1924 S. OSPREY AVE. STE 202 SARASOTA, FL 34239, DBA LCM CAPITAL SECURITIES OFFERED THROUGH AMERICAN GLOBAL WEALTH MANAGEMENT, INC.; PARTNER INVESTMENT RELATED; 2010; 60 HOURS PER MONTH DEVOTED TO BUSINESS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-06-17
S63 Uniform Securities Agent State Law Examination 1993-07-16
  • S65 Uniform Investment Adviser Law Examination
    1996-06-17
  • S63 Uniform Securities Agent State Law Examination
    1993-07-16
Other Names
  • Jon Raymond Lee

View on SEC IAPD

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