Anthony Kent Tee

Current Employers

Employment History

• 08/2012 → 09/2023
  Sagepoint Financial
  Oquawka, IL
• 09/2023 → Present
  Osaic Wealth, Inc.
  Punta Gorda, FL

Previous Registrations

• 2012-08-29 → 2023-09-01
  Osaic Services, Inc.
  Scottsdale, AZ
  Nokomis, FL
  Bettendorf, IA
  Phoenix, AZ
  Punta Gorda, FL
• 2004-11-23 → 2012-08-28
  Next Financial Group, Inc.
  Oquawka, IL
  Oquawka, IL
• 1999-05-20 → 2004-12-01
  Raymond James Financial Services, Inc.
  Monmouth, IL

Other Businesses

1. ANTHONY K. TEE/OSAIC WEALTH, INC. POSITION: Insurance Agent NATURE: Individual INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2014 ADDRESS: 26509 Barranquilla Ave., Punta Gorda, FL 33983, United States DESCRIPTION: I hold a Florida Insurance Producer's License, and I am able to sell Insurance. I can offer Non-Securities Insurance to my clients. 2. ANTHONY KENT TEE LLC. POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 08/01/2013 ADDRESS: 26509 Barranquilla Ave, Punta Gorda FL 33993, United States DESCRIPTION: My CPA recommended I shut down my S Corp from Illinois and establish an LLC in the State of Florida. I was notified this morning from the State that my LLC ANTHONY KENT TEE LLC. was filed. I will only be using this LLC for my expenses from my business against my commissions generated from Osaic. I will not hold it out that I am doing business with that name. I will only use Osaic. 3. ANTHONY K TEE LLC POSITION: Insurance Agent NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 07/07/2014 ADDRESS: 26509 Barranquilla Ave, Punta Gorda FL 33983, United States DESCRIPTION: I hold a Florida Insurance Producer's License, and I am able to sell Insurance. I can offer Non-Securities Insurance to my clients.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-04-02
• S63 Uniform Securities Agent State Law Examination
  1993-04-01

Other Names

• Tony Tee
• Anthony Kent Lee