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Joshua Lee

Voya Retirement Advisors, LLC

Windsor, CT

San Jose, CA

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Current Employers
Voya Retirement Advisors, Llc

One Orange Way, Windsor, CT 06095 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2023-07-14
  • CA RA
    APPROVED
    Since 2023-07-14

Branch Locations

One Orange Way, Windsor, CT 06095 • United States

San Jose, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ucr Src Riverside CA 08/2014 05/2018
Bc Forward Mountain View CA 10/2018 03/2019
Voya Financial Livermore CA 03/2019 07/2020
Voya Financial Advisors, Inc. Livermore CA 07/2020 03/2021
Ucr Riverside CA 09/2013 08/2018
Voya Financial Partners, Llc Fremont CA 04/2021 Present
  • 08/2014 → 05/2018
    Ucr Src
    Riverside, CA
  • 10/2018 → 03/2019
    Bc Forward
    Mountain View, CA
  • 03/2019 → 07/2020
    Voya Financial
    Livermore, CA
  • 07/2020 → 03/2021
    Voya Financial Advisors, Inc.
    Livermore, CA
  • 09/2013 → 08/2018
    Ucr
    Riverside, CA
  • 04/2021 → Present
    Voya Financial Partners, Llc
    Fremont, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-07-30
  • S66 Uniform Combined State Law Examination
    2021-07-30

View on SEC IAPD

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