KORY DAVID LEE is an investment adviser representative (IAR) with state registration records since 2007, appearing at 8 firms. Currently registered with CAPFINANCIAL PARTNERS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPFINANCIAL PARTNERS, LLC | 2026-04-19 | present | Yes |
| TRUIST ADVISORY SERVICES, INC. | 2021-12-02 | 2026-04-20 | — |
| PERSONAL CAPITAL ADVISORS CORPORATION | 2020-12-11 | 2021-08-12 | — |
| USAA FINANCIAL PLANNING SERVICES | 2014-10-29 | 2017-03-23 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2014-04-07 | 2014-09-30 | — |
| APRIO WEALTH MANAGEMENT, LLC | 2012-08-22 | 2014-04-08 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2012-05-08 | 2012-08-10 | — |
| WELLS FARGO CLEARING SERVICES, LLC | 2009-10-07 | 2012-04-02 | — |
| MORGAN STANLEY SMITH BARNEY LLC | 2009-06-01 | 2009-10-20 | — |
| CITIGROUP GLOBAL MARKETS INC. | 2007-07-24 | 2009-06-01 | — |