Bryce Patterson Lee

Current Employers

Employment History

• 08/2011 → Present
  Btl Tax And Finanical
  Spokane Valley, WA
• 02/2024 → Present
  Simplicity Wealth
  Summit, NJ

Other Businesses

Name of business: BTL Tax and Financial Services, Investment-related: yes, Address: 8817 E Mission Ave, Suite 202, Spokane Valley WA 99212, Nature of business: Accounting firm & insurance company or agency, your position: Sales Agent / Investment Advisor Representative, Relationship with business: co-owner, Start date: 08/01/2011, Approximate number of hours you devote to other business: 40 plus hours per week (65-70 hours a week during tax season), Hours per month devoted to business outside trading hours: 0, Duties: Tax preparation and advice for a fee. Life Insurance, Medicare Insurance and Annuities sales. These both require year round commitment. The most significant work load is during tax season. It can require up to 65-70 hours a week at times. Name of business: Bryce Lee, Independent Insurance Agent, Investment-related: yes, Address: 8817 E Mission Ave, Suite 202, Spokane Valley WA 99212, Nature of business: Accounting firm & insurance company or agency, your position: Sales Agent / Investment Advisor Representative, Relationship with business: co-owner, Start date: 08/01/2011, Approximate number of hours you devote to other business: 40 plus hours per week (65-70 hours a week during tax season), Hours per month devoted to business outside trading hours: 0, Duties: Tax preparation and advice for a fee. Life Insurance, Medicare Insurance and Annuities sales. These both require year round commitment. The most significant work load is during tax season. It can require up to 65-70 hours a week at times. Name of business: Mandy's, Investment Related: no, Address of the business: 35910 N River Estates Lane Chattaroy WA 99003, Nature of business: Food truck and food service business. Your position/relationship: Owner of food truck, Start date: 01/01/2023, Approximate number of hours per month devoted: 1, number of hours you devote to the other business during securities trading hours: 0 , briefly describe your duties relating to the other business: I own the food truck itself. The business is owned and run by my wife. Name of business: Lee Family Enterprises, investment-related: yes, Address of the other business: 8817 E Mission Ave Spokane Valley WA 99212, Nature of the other business: This is an LLC I created so my Medicare Insurance Renewals would continue to be paid in the event I pass away, Position/Relationship: owner, Start Date: 03/15/2017, approximate number of hours/month you devote to the other business: 40, number of hours you devote to the other business during securities trading hours: 0, Describe your duties relating to the other business: Bryce runs Medicare and some of his annuity business through an LLC I created called Lee Family Enterprises

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-12-27

Other Names

• Bryce P. Lee