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Limin Lee

Wealthspire Advisors

Potomac, MD

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Current Employers
Wealthspire Advisors

521 Fifth Avenue 15Th Floor, New York, NY 10175 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2021-01-05
  • MD RA
    APPROVED
    Since 2021-01-05

Branch Locations

12435 Park Potomac Avenue Suite 500, Potomac, MD 20854 • 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
Wealthspire Advisors Potomac MD 02/2017 Present
Tricapital Advisors Inc. N. Bethesda MD 05/2000 01/2017
Yorke, Burke & Lee Gaithersburg MD 01/1984 Present
  • 02/2017 → Present
    Wealthspire Advisors
    Potomac, MD
  • 05/2000 → 01/2017
    Tricapital Advisors Inc.
    N. Bethesda, MD
  • 01/1984 → Present
    Yorke, Burke & Lee
    Gaithersburg, MD
Previous Registrations
  • 2017-02-15 → 2020-12-31
    Wealthspire Advisors
    Potomac, MD
  • 2000-07-26 → 2017-02-07
    Tricapital Advisors Inc
    N. Bethesda, MD
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1999-02-26
  • S63 Uniform Securities Agent State Law Examination
    1999-02-26

View on SEC IAPD

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Other Offices

MERITIS WEALTH MANAGEMENT, INC. · POTOMAC, MD
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WEALTHSPIRE ADVISORS · Potomac, MD
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