Irene Suet Lee-Sluys

Current Employers

Employment History

• 10/2013 → 10/2017
  Waddell & Reed, Inc.
  Bellingham, WA
• 10/2017 → 01/2020
  Securities America, Inc.
  Bellingham, WA
• 10/2017 → 01/2020
  Securities America Advisors
  Bellingham, WA
• 01/2020 → Present
  Lpl Financial Llc
  Bellingham, WA
• 11/2025 → Present
  Gateway Wealth Partners, Llc
  Bellingham, WA

Previous Registrations

• 2017-10-19 → 2020-01-16
  Securities America Advisors, Inc.
  Bellingham, WA
• 2013-10-21 → 2017-10-25
  Waddell & Reed
  Seattle, WA
• 2009-03-31 → 2013-10-22
  Lpl Financial Llc
  Bellingham, WA
  Lynden, WA
  Fort Mill, SC
  Seattle, WA
  Bellingham, WA
  Bellingham, WA
  Bellingham, WA
  Bellingham, WA

Other Businesses

1) 1/15/2020 - THE SLUYS FAMILY REVOCABLE TRUST - Investment Related - Home Based - Act in a Fiduciary Capacity - Trustee - Started 10/06/2005 - 2 Hours Per Month During Securities Trading - Time Spent 1%. 2) 12/8/2020 - Portal 8 LLC - Investment Related - Ferndale, WA - Other-Business Owner - Member - Started 10/01/2020 - 2 Hours Per Month/0 Hours During Securities Trading - Real estate development company. 3) 8/31/2021 - No Business Name - Investment Related - 1750 Lake Washington Blvd N, Unit F, Renton WA 98056 - Real Estate Rental - Start Date: 09/01/2021 - 2 Hours Per Month/0 Hours During Securities Trading - Leasing of 1750 Lake Washington Blvd N, Unit F, Rental WA 98056 to financial business practice as a satellite office. 4) 12/13/2021 - STUDIO B - Not Investment Related - Other-Business Owner - Owner/Partner - Started 09/21/2018 - 1 Hour Per Month/0 Hours During Securities Trading. 5) 1/4/2022 - IS & Beyond Financial LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 01/01/2022 - 1 Hour Per Month/0 Hours During Securities Trading. 6) 11/03/2023 - BLISS Financial Wellness - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/01/2023 - 160 Hours Per Month/ 120 Hours During Trading 7) 05/19/2025 -Borden Hamman - Investment Related - Non-Variable Insurance - At Reported Business Location(s) - Start Date:04/15/2025 - 1 Hours Per Month/ 0Hours During Trading 8) 05/20/2025 - CaraSkyler Investments LLC - Not Investment Related - Other- Business Owner - At Reported Business Location(s) - Start Date:06/02/2025 - 1 Hours Per Month/ 0 Hours During Trading 9) 10/07/2025 - Gateway Financial Partners - DBA for LPL Business (entity for LPL business) - Inv rel - At Reported Business Location(s) - Start Date:11/10/2025 - 5 Hours Per Month/ 5 Hours During Trading 10) 11/21/2025 - Gateway Wealth Partners - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 11/12/2025 - 5 hours per month/ 10 hours during trading - I provide investment advisory services through Gateway Wealth Partners, LLC, an independent investment advisor firm. I started this business activity in 11/2025. I expect to spend approximately 5 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams

• S66 Uniform Combined State Law Examination
  2009-03-30
• S63 Uniform Securities Agent State Law Examination
  1993-07-15

Designations

Other Names

• Suetman Lee
• Irene Lee-Sluys
• Irene Suetman Lee