Stephen In Hee Lee is an investment adviser representative (IAR) with state registration records since 2005, appearing at 10 firms. Currently registered with RWA WEALTH PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| RWA WEALTH PARTNERS, LLC | 2023-11-03 | present | Yes |
| POLARIS WEALTH ADVISORY GROUP | 2023-01-19 | 2023-11-07 | — |
| MARINER, LLC | 2021-04-05 | 2022-09-28 | — |
| MERCER GLOBAL ADVISORS INC. | 2019-08-23 | 2020-10-21 | — |
| EMPIRICAL FINANCIAL SERVICES, LLC | 2018-08-03 | 2019-06-04 | — |
| BANCWEST INVESTMENT SERVICES, INC. | 2018-04-21 | 2018-07-20 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2013-02-06 | 2018-03-18 | — |
| U.S. BANCORP ADVISORS, LLC | 2008-02-11 | 2010-03-22 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2006-10-26 | 2008-01-28 | — |
| WELLS FARGO INVESTMENTS, LLC | 2005-09-08 | 2006-09-26 | — |