CALVIN LEE is an investment adviser representative (IAR) with state registration records since 2021, appearing at 3 firms. Currently registered with PENSERRA WEALTH MANAGEMENT LLC.
| Firm | From | To | Current |
|---|---|---|---|
| PENSERRA WEALTH MANAGEMENT LLC | 2026-06-07 | present | Yes |
| GAMMA INVESTING LLC | 2022-01-18 | 2025-11-18 | — |
| SHUM FINANCIAL GROUP, INC. | 2021-04-22 | 2022-02-07 | — |