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Myung D. Lee

Simple Portfolio Management, Inc.

Irvine, CA

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Current Employers
Simple Portfolio Management, Inc.

Irvine, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-06-18
MI RA APPROVED 2024-06-18
IL RA APPROVED 2012-07-31
  • CA RA
    APPROVED
    Since 2024-06-18
  • MI RA
    APPROVED
    Since 2024-06-18
  • IL RA
    APPROVED
    Since 2012-07-31

Branch Locations

Irvine, CA • 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
Simple Portfolio Management Inc Northville MI 01/2020 Present
Billions Finance Northville MI 02/2009 12/2019
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-23
  • S65 Uniform Investment Adviser Law Examination
    2008-10-23

View on SEC IAPD

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