Yueh-Hwa Lee

Current Employers

Employment History

• 12/2013 → 06/2017
  Vinepoint Wealth Management, Llc
  Rosemead, CA
• 01/2013 → 06/2017
  Thong, Yu, Wong & Lee, Llp
  Pasadena, CA
• 12/2013 → 10/2019
  1St Global Capital Corp.
  Pasadena, CA
• 12/2013 → 10/2019
  1St Global Advisors, Inc.
  Pasadena, CA
• 06/2017 → Present
  Vinepoint Advisory Group, Llc
  Pasadena, CA
• 08/2016 → 05/2021
  Avantax Insurance Agency, Inc.
  Pasadena, CA
• 10/2019 → 05/2021
  Avantax Advisory Services
  Pasadena, CA
• 10/2019 → 05/2021
  Avantax Investment Services, Inc.
  Pasadena, CA
• 12/2019 → 05/2021
  Avantax Insurance Agency, Llc.
  Pasadena, CA
• 06/2021 → Present
  Lpl Financial, Llc
  Pasadena, CA
• 06/2021 → Present
  Verus Capital Partners
  Pasadena, CA

Previous Registrations

• 2019-10-25 → 2021-07-07
  Avantax Advisory Services
  Irving, TX
• 2014-02-11 → 2019-10-25
  1St Global Advisors Inc
  Rosemead, CA
  Rosemead, CA
  Pasadena, CA

Other Businesses

1. 6/29/2021 - VINEPOINT ADVISORY GROUP, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 06/01/2017. 2. 08/24/2021 - VERUS CAPITAL PARTNERS, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Start Date: 8/2021 - 160 Hours Per Month/8 Hours During Securities Trading - Time Spent: 100% - I provide investment advisory services through VERSUS CAPITAL PARTNERS LLC, an independent investment advisor firm. I started this business activity in 8/2021. I expect to spend approximately 160 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
  2014-02-10

Designations

Other Names

• Grace Lee