Romania Quan Lee is an investment adviser representative (IAR) with state registration records since 2004, appearing at 6 firms. Currently registered with EMPOWER ADVISORY GROUP, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| EMPOWER ADVISORY GROUP, LLC | 2022-05-05 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2022-01-18 | 2022-04-25 | — |
| TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC | 2014-05-14 | 2020-11-13 | — |
| CHARLES SCHWAB & CO., INC. | 2007-08-08 | 2012-09-24 | — |
| UBS FINANCIAL SERVICES INC. | 2005-09-28 | 2007-08-08 | — |
| AMERIPRISE FINANCIAL SERVICES, LLC | 2004-04-07 | 2005-07-12 | — |