Joe Lee is an investment adviser representative (IAR) with state registration records since 2014, appearing at 7 firms. Currently registered with MML INVESTORS SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| MML INVESTORS SERVICES, LLC | 2021-08-10 | present | Yes |
| WELLS FARGO CLEARING SERVICES, LLC | 2020-04-16 | 2021-08-05 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2019-03-11 | 2019-08-15 | — |
| TRANSAMERICA FINANCIAL ADVISORS, LLC | 2018-03-02 | 2019-02-19 | — |
| GLOBAL FINANCIAL PRIVATE CAPITAL, INC. | 2015-11-20 | 2017-11-09 | — |
| J.P. MORGAN SECURITIES LLC | 2014-08-12 | 2015-05-12 | — |
| STRATEGIC ADVISERS LLC | 2014-02-25 | 2014-06-04 | — |