# Stephen In Hee Lee

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.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [RWA WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/156984) | 2023-11-03 | present | Yes |
| [POLARIS WEALTH ADVISORY GROUP](https://search.stillhousedata.com/firm/158718) | 2023-01-19 | 2023-11-07 | — |
| [MARINER, LLC](https://search.stillhousedata.com/firm/140195) | 2021-04-05 | 2022-09-28 | — |
| [MERCER GLOBAL ADVISORS INC.](https://search.stillhousedata.com/firm/147363) | 2019-08-23 | 2020-10-21 | — |
| [EMPIRICAL FINANCIAL SERVICES, LLC](https://search.stillhousedata.com/firm/152622) | 2018-08-03 | 2019-06-04 | — |
| [BANCWEST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/29357) | 2018-04-21 | 2018-07-20 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2013-02-06 | 2018-03-18 | — |
| [U.S. BANCORP ADVISORS, LLC](https://search.stillhousedata.com/firm/14455) | 2008-02-11 | 2010-03-22 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2006-10-26 | 2008-01-28 | — |
| [WELLS FARGO INVESTMENTS, LLC](https://search.stillhousedata.com/firm/10582) | 2005-09-08 | 2006-09-26 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4477779)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4477779.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.
