Lee Stennes

Current Employers

Employment History

• 04/2016 → 02/2020
  Wells Fargo Advisors, Llc
  Atlanta, GA
• 11/2016 → 02/2020
  Wells Fargo Clearing Services, Llc
  Atlanta, GA
• 02/2020 → 05/2025
  Lpl Financial Llc
  Bogart, GA
• 04/2020 → 05/2025
  Mpwm Advisory Solutions Llc
  Bogart, GA
• 10/2016 → 04/2020
  Wells Fargo Clearing Services, Llc
  Buford, GA
• 05/2025 → Present
  Afs Wealth Management Llc
  Watkinsville, GA

Previous Registrations

• 2020-02-07 → 2025-05-09
  Mpwm Advisory Solutions Llc
  Alpharetta, GA
  Alpharetta, GA
• 2016-04-08 → 2020-02-10
  Wells Fargo Clearing Services, Llc
  Duluth, GA
  Atlanta, GA
  Atlanta, GA
  Buford, GA
  Sugar Hill, GA
  Sugar Hill, GA
• 2012-10-01 → 2016-04-20
  J.P. Morgan Securities Llc
  Johns Creek, GA
  Alpharetta, GA
  Norcross, GA
  Duluth, GA
• 2012-07-17 → 2012-10-01
  Chase Investment Services Corp.
  Duluth, GA
  Norcross, GA
  Alpharetta, GA
  Johns Creek, GA
• 2011-08-08 → 2012-07-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Duluth, GA
• 2010-01-11 → 2011-06-29
  Waddell & Reed
  Atlanta, GA

Other Businesses

1) 04/13/2022 - Shelby Holdings, LLC - Investment Related - At Reported Business Location(s) - Real Estate Rental - Start Date - 03/28/2022 - 1 Hours Per Month/ 0 Hours During Securities. 2) 08/03/2023 - CELTEC Inc - Not Investment Related - Watkinsville, GA - Other - Real Estate Holding Company - Investor - Start Date 08/01/2023 - 0 Hours Per Month/ During Trading. 3) 08/03/2023 - The Golf Club Oconee - Not Investment Related - Watkinsville, GA - Other - Private Membership Club/Workspace - Member - Start Date 08/01/2023 - 4 Hours Per Month/ 0 Hours During Trading. 4) 03/11/2025 - The Approachable Advisor, LLC - Investment Related - DBA for LPL Business (entity for LPL business) - At Reported Business Location(s) - Start Date:03/03/2025 - 160 Hrs/Mth - 160 Hrs During Trading. 5) 05/21/2025 - The Approachable Advisor - Investment Related - 1621 Madison Ct Bogart GA 60622 - Other - legal LLC, formed for 1099 contract income and business derived from RIA and associated business - Sole Member President - Start Date 2025-05-01 - 2 Hours Per Month/ 1 Hours During Trading.

Exams

• S66 Uniform Combined State Law Examination
  2009-12-21