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1445 Ross Ave Fl 55, Dallas, TX 75202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lee Law Office, P.L.L.C. | Richmond | VA | 02/2007 | Present |
| Integrity Advisory Solutions | Richmond | VA | 12/2024 | Present |
1. American Academy Wealth; Investment related; 1809 West Main Street Richmond, VA 23220; DBA for securities business; IAR; 12/10/2024; 20 hours per month; 20 hours during trading hours; Financial services. DBA for securities business 2. Insurance Funeral Trust; Investment related; 9134 Pantego Lane Mechanicsville, VA 23116; Funeral trust with estate plans; Owner; 08/01/2012; 5 hours per month; 5 hours during trading hours; review funeral products with clients 3. Lee Law Office, PLLC; Not investment related; 1809 West Main Street Richmond, VA 23220; Law practice; Owner/Lawyer; 02/01/2007; 120 hours per month; 120 hours during trading hours; legal services 4. Lee Legacy Wealth, LLC; Investment related; 1809 West Main Street Richmond, VA 23220; DBA for securities business; IAR; 12/10/2024; 20 hours per month; 20 hours during securities trading hours; DBA for investment advisory business 5. Lee Law Office, PLLC; not investment related; 1809 West Main Street, Richmond, VA 23220; Assistant Commissioner of Accounts; 4/1/2023; 1-3 hours per month; 1 hour during security trading hours; Review probate files when the commissioner has a conflict
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-07 |
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