Charles Davis Lee

Current Employers

Employment History

• 06/2022 → 10/2024
  Odyssey Wealth Design
  Irvine, CA
• 03/2022 → 05/2022
  Jamba Juice
  Thousand Oaks, CA
• 03/2021 → 03/2022
  California Lutheran University
  Thousand Oaks, CA
• 05/2021 → 08/2021
  Newport Wealth Strategies
  Irvine, CA
• 01/2021 → 05/2021
  Door Dash/Postmates
  Thousand Oaks, CA
• 09/2020 → 10/2020
  Vector
  Irvine, CA
• 05/2019 → 08/2019
  Chapman
  Orange, CA
• 04/2013 → 05/2019
  Unemployed
  Tustin, CA
• 10/2020 → 01/2021
  Unemployed
  Tustin, CA
• 05/2022 → 06/2022
  Unemployed
  Thousand Oaks, CA
• 08/2019 → 09/2020
  Unemployed
  Thousand Oaks, CA
• 10/2024 → Present
  Lpl Financial
  Pasadena, CA
• 10/2024 → Present
  The Sterling Group
  Pasadena, CA

Previous Registrations

• 2023-09-27 → 2024-10-10
  Osaic Fa, Inc.
  Irvine, CA

Other Businesses

1) 05/18/2026 - The Sterling Group - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 10/07/2024 - 160 hours per month/ 80 hours during trading 2) 05/18/2026 - Charles Lee - Outside/W-2 Employment – Not Investment Related - Los Angeles, CA – Start Date 01/23/2023 – 1 hour per month 3) 05/20/2026 - Sterling Group Wealth Management, LLC / (Hybrid) The Sterling Group - Registered Investment Advisor Hybrid - Investment Related - At Reported Business Location(s) - Start Date 10/07/2024 - 160 hours per month/ 80 hours during trading - I provide administrative support to The Sterling Group, an independent investment advisor firm. I started this business activity in 10/2024. 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
  2023-09-25

Other Names

• Charlie Lee