# TANA SHAWN LEE

TANA SHAWN LEE is an investment adviser representative (IAR) with state registration records since 2010, appearing at 6 firms. Currently registered with CITIGROUP GLOBAL MARKETS INC..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2023-12-04 | present | Yes |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2017-02-23 | 2022-08-09 | — |
| [LINCOLN INVESTMENT PLANNING, LLC](https://search.stillhousedata.com/firm/519) | 2014-07-07 | 2017-02-21 | — |
| [HORNOR, TOWNSEND & KENT, LLC](https://search.stillhousedata.com/firm/4031) | 2013-08-19 | 2014-07-07 | — |
| [EAGLE STRATEGIES LLC](https://search.stillhousedata.com/firm/110826) | 2012-02-13 | 2012-04-25 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2010-06-30 | 2011-06-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2744786)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2744786.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.