Tucker Don Lee

Current Employers

Employment History

• 04/2022 → 07/2022
  Centennial Bank Dba Happy State Bank
  Amarillo, TX
• 02/2017 → 04/2022
  Happy State Bank
  Amarillo, TX
• 12/2010 → 02/2017
  Firstbank Southwest
  Amarillo, TX
• 07/2022 → Present
  Don Lee Clu, Inc.
  Canyon, TX
• 06/2022 → 11/2022
  Cetera Advisor Networks
  El Segundo, CA
• 11/2022 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: WALTER B. PALMER FOUNDATION, INC. INVESTMENT RELATED: NO ADDRESS: 2 S CAMPUS AVE. OXFORD, OH 45056 NATURE OF BUSINESS: BOARD FIDUCIARY POSITION START DATE: 1/2021 POSITION/TITLE/RELATIONSHIP: TRUSTEE APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: THE PALMER FOUNDATION IS AN ENTITY UNDER PHI DELTA THETA INTERNATIONAL FRATERNITY. THE FOUNDATION PROVIDES FINANCING FOR PHI DELTA THETA HOUSE CORPORATIONS THAT OWN PHI DELTA THETA FRATERNITY HOUSES IN THE UNITED STATES AND CANADA. I SERVE AS A TRUSTEE OF THE BOARD THAT OVERSEES THE ORGANIZATION. A FULL TIME STAFF MEMBER OVERSEES THE ORGANIZATIONS ASSETS AND IMPLEMENTS THE BOARDS DECISIONS. I DON'T HAVE ANY DIRECT CONTROL OVER THE ORGANIZATIONS FINANCES AND MY ROLE IS AS A NON-COMPENSATED VOLUNTEER. AS A BOARD MEMBER, I VOTE ON BOARD DECISIONS TO PROVIDE PHI DELTA THETA HOUSING CORPORATIONS FINANCING, THE ELECTION OF THE OFFICER POSITIONS ON THE BOARD, AND ANY GENERAL DECISIONS REGARDING THE ORGANIZATION'S OPERATIONS; 2. NAME OF OTHER BUSINESS: DON LEE CLU, INC. INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: INVESTMENT AND LIFE INSURANCE SERVICES START DATE: 11/2022 POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 32.5 BRIEF DESCRIPTION OF DUTIES: WORKS CLOSELY WITH BUSINESS PRINCIPAL DON LEE IN THE PREPARATION OF PROPOSALS FOR BOTH INVESTMENT AND LIFE INSURANCE SALES; 3. NAME OF OTHER BUSINESS: LEE FINANCIAL GROUP; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 5/2023, POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2023-01-06