# PHILIP JEFFREY LEE

PHILIP JEFFREY LEE is an investment adviser representative (IAR) with state registration records since 1999, appearing at 6 firms. Currently registered with INSPIRE WEALTH ADVISORY LLC.

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INSPIRE WEALTH ADVISORY LLC](https://search.stillhousedata.com/firm/339878) | 2026-07-23 | present | Yes |
| [BROOKWOOD INVESTMENT GROUP](https://search.stillhousedata.com/firm/316544) | 2025-01-06 | 2026-07-27 | — |
| [CAS WEALTH STRATEGIES LLC](https://search.stillhousedata.com/firm/306363) | 2020-01-08 | 2024-12-31 | — |
| [PROSPERITY CAPITAL ADVISORS](https://search.stillhousedata.com/firm/156480) | 2016-02-11 | 2020-01-10 | — |
| [BROOKSTONE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/141413) | 2014-12-03 | 2016-02-08 | — |
| [PARK AVENUE SECURITIES LLC](https://search.stillhousedata.com/firm/46173) | 1999-05-03 | 2014-12-10 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/1656539)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/1656539.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.