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3065 Hwy. 63 S. Suite 101, Alexander City, AL 35010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-03-09 |
Branch Locations
3065 Hwy. 63 S. Suite 101, Alexander City, AL 35010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pga Tour | Alexander City | AL | 07/2005 | 07/2017 |
| Ameritas Investment Corp | Lincoln | NE | 10/2017 | 03/2023 |
| The Ascent Group, Llc | Homewood | AL | 06/2021 | 05/2023 |
| Scott Accounting Board Member | Alexander City | AL | 03/2022 | Present |
| Ameritas Advisory Services, Llc | Lincoln | NE | 01/2018 | 09/2021 |
| Blalock Williams, Llc | Alexander City | AL | 02/2023 | Present |
1) LICENSED INSURANCE PROFESSIONAL; SELLING LIFE INSURANCE, DISABILITY INSURANCE, FIXED INSURANCE; AGENT; START DATE=07/2017; SAME ADDRESS; LESS THAN 10% OF TIME; 2) SCOTT ACCOUNTING; 1949 CHEROKEE RD ALEXANDER CITY AL 35010; NON-INV REL; BOARD MEMBER; START DATE=3/2022; HRS/MO=5; BOARD MEMBER HELPING WITH EXPANSION PLANS, BUDGETS AND COMPENSATION/BONUS PACKAGES FOR EMPLOYEES/MANAGEMENT 3) EMILEE FAMILY INVESTMENTS, LLC; 86 RUSSWOOD, ALEXANDER CITY, AL 35010; INVESTMENT RELATED; MANAGER; START DATE: 12/2022; HRS/MO=1; ASSET PROTECTION LLC FOR FAMILY ASSETS 4) WICKER POINT COUNTRY CLUB; 2544 WILLOW POINT BOARD, ALEXANDER CITY, AL 35010; NON-INVESTMENT RELATED; BOARD MEMBER; START DATE: 10/2022; HRS/MO=2; ATTEND MEETINGS, VOTING ON NEW MEMBERS, CLUB OPERATIONS, ETC. 5) FIRST UNITED METHODIST CHURCH OF ALEXANDER CITY ALABAMA; 3266 US 280, ALEXANDER CITY, AL 35010; NON-INVESTMENT RELATED; FINANCE CHAIR; START DATE: 3/2022; HRS/MO=5; ASSIST WITH BUDGET FOR DIFFERENT COMMITTEES OF THE CHURCH 6) LAKE MARTIN AUBURN CLUB, CHARITABLE ORGANIZATION; PO BOX 245, ALEXANDER CITY, AL 35010; NON-INVESTMENT RELATED; BOARD MEMBER; START DATE: 3/2022; HRS/MO=2; HELP WITH FUNDRAISERS AND SUPPORT STRATEGIC PLANNING 7) LAKE MARTIN LIVING MAGAZINE; 548 CHEROKEE RD, ALEXANDER CITY, AL 35010; NON-INVESTMENT RELATED; COLUMNIST; START DATE: 11/2018; HRS/MO=1; WRITES ONE ARTICLE EVERY OTHER MONTH. 8) ALEXANDER CITY PLANNING COMMISSION; GOVERNMENTAL AUTHORITY; 281 JAMES D. NABORS DR, ALEXANDER CITY, AL 35010; BOARD MEMBER; START DATE: 12/2018; HRS/MO=1; VOTE ON ZONING OR VARIANCES 9) LW PRIVATE WEALTH, LLC; 86 RUSSWOOD, ALEXANDER CITY, AL 35010; NOT-INVESTMENT RELATED; MANAGER; START DATE: 1/2022; HRS/MO=2; PASS THROUGH ACCOUNT FOR RIA EARNINGS TO PAY SALARIES, BUSINESS EXPENSES, ETC. 10) THE OTHER OFFICE AC, LLC; NON-INVESTMENT RELATED; PO BOX 596, ALEXANDER CITY, AL. 35011; OFFICE SPACE MANAGEMENT; CO-MANAGER; 8/3/2023; 2 HOURS PER MONTH; MANAGE OFFICE SPACE,ASSIST WITH BOOKKEEPING 11) RSW PROPERTIES, LLC; NON-INVESTMENT RELATED; 961 WILLOW WAY EAST, ALEXANDER CITY, AL 35010; VACATION HOME; MEMBER; 0 HOURS PER MONTH; TWO OF LEE'S CLIENTS ARE OWNERS OF THE SHARED VACATION PROPERTY. LEE IS NOT A MANAGING PARTNER OF THE LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-22 |
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