Samuel David Lee

100 Bayview Circle Suite 2200, Newport Beach, CA 92660 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-03-25
TX	RA	APPROVED	2026-03-25

Branch Locations

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

Organization	City	State	From	To
Mml Investors Services, Llc	Costa Mesa	CA	11/2023	11/2025
Massmutual Life Insurance Co	Costa Mesa	CA	04/2023	11/2025
Michigan State University	East Lansing	MI	08/2015	12/2020
Shopswap Llc	Pinckney	MI	07/2018	10/2022
Self Employed	San Diego	CA	10/2019	04/2023
Saluk Llc	Howell	MI	04/2020	04/2023
Signature Resources Capital Management, Llc	Newport Beach	CA	02/2026	Present
Statera Insurance Solutions, Llc	Newport Beach	CA	11/2025	Present
American United Life	Newport Beach	CA	11/2025	Present
Oneamerica Securities	Newport Beach	CA	05/2026	Present

11/2023 → 11/2025

Mml Investors Services, Llc

Costa Mesa, CA
04/2023 → 11/2025

Massmutual Life Insurance Co

Costa Mesa, CA
08/2015 → 12/2020

Michigan State University

East Lansing, MI
07/2018 → 10/2022

Shopswap Llc

Pinckney, MI
10/2019 → 04/2023

Self Employed

San Diego, CA
04/2020 → 04/2023

Saluk Llc

Howell, MI
02/2026 → Present

Signature Resources Capital Management, Llc

Newport Beach, CA
11/2025 → Present

Statera Insurance Solutions, Llc

Newport Beach, CA
11/2025 → Present

American United Life

Newport Beach, CA
05/2026 → Present

Oneamerica Securities

Newport Beach, CA

Non-variable insurance sales (fixed life, fixed annuities)

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-26

Other Firms