# Joe Lee

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.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [MML INVESTORS SERVICES, LLC](https://search.stillhousedata.com/firm/10409) | 2021-08-10 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2020-04-16 | 2021-08-05 | — |
| [RAYMOND JAMES & ASSOCIATES, INC.](https://search.stillhousedata.com/firm/705) | 2019-03-11 | 2019-08-15 | — |
| [TRANSAMERICA FINANCIAL ADVISORS, LLC](https://search.stillhousedata.com/firm/16164) | 2018-03-02 | 2019-02-19 | — |
| [GLOBAL FINANCIAL PRIVATE CAPITAL, INC.](https://search.stillhousedata.com/firm/132070) | 2015-11-20 | 2017-11-09 | — |
| [J.P. MORGAN SECURITIES LLC](https://search.stillhousedata.com/firm/79) | 2014-08-12 | 2015-05-12 | — |
| [STRATEGIC ADVISERS LLC](https://search.stillhousedata.com/firm/104555) | 2014-02-25 | 2014-06-04 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2480725)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2480725.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.