# KORY DAVID LEE

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.

## Registration history (10)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPFINANCIAL PARTNERS, LLC](https://search.stillhousedata.com/firm/175112) | 2026-04-19 | present | Yes |
| [TRUIST ADVISORY SERVICES, INC.](https://search.stillhousedata.com/firm/283390) | 2021-12-02 | 2026-04-20 | — |
| [PERSONAL CAPITAL ADVISORS CORPORATION](https://search.stillhousedata.com/firm/155172) | 2020-12-11 | 2021-08-12 | — |
| [USAA FINANCIAL PLANNING SERVICES](https://search.stillhousedata.com/firm/106352) | 2014-10-29 | 2017-03-23 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2014-04-07 | 2014-09-30 | — |
| [APRIO WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/127333) | 2012-08-22 | 2014-04-08 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2012-05-08 | 2012-08-10 | — |
| [WELLS FARGO CLEARING SERVICES, LLC](https://search.stillhousedata.com/firm/19616) | 2009-10-07 | 2012-04-02 | — |
| [MORGAN STANLEY SMITH BARNEY LLC](https://search.stillhousedata.com/firm/149777) | 2009-06-01 | 2009-10-20 | — |
| [CITIGROUP GLOBAL MARKETS INC.](https://search.stillhousedata.com/firm/7059) | 2007-07-24 | 2009-06-01 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5271289)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5271289.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

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.