Alexander Thomas Lee

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2025-02-26

Branch Locations

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

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

Organization	City	State	From	To
Florida Financial Advisors Dba Tristate Financial Advisors	Nashville	TN	06/2024	01/2025
Auburn University	Auburn	AL	02/2023	05/2024
Trinity Wealth Securties, Llc	Nashville	TN	10/2024	01/2025
Morgan Stanley	Alpharetta	GA	02/2025	Present
Auburn University	Auburn	AL	05/2022	01/2023
Auburn University	Auburn	AL	09/2021	04/2022
Mt. Paran Christian School	Kennesaw	GA	05/2021	08/2021
Auburn University	Auburn	AL	08/2020	04/2021
Mt. Paran Christian School	Kenneasaw	GA	08/2014	07/2020

06/2024 → 01/2025

Florida Financial Advisors Dba Tristate Financial Advisors

Nashville, TN
02/2023 → 05/2024

Auburn University

Auburn, AL
10/2024 → 01/2025

Trinity Wealth Securties, Llc

Nashville, TN
02/2025 → Present

Morgan Stanley

Alpharetta, GA
05/2022 → 01/2023

Auburn University

Auburn, AL
09/2021 → 04/2022

Auburn University

Auburn, AL
05/2021 → 08/2021

Mt. Paran Christian School

Kennesaw, GA
08/2020 → 04/2021

Auburn University

Auburn, AL
08/2014 → 07/2020

Mt. Paran Christian School

Kenneasaw, GA

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2024-10-16
S65	Uniform Investment Adviser Law Examination	2024-04-23

Other Firms