PRESTON A LEE is an investment adviser representative (IAR) with state registration records since 2011, appearing at 6 firms. Currently registered with WEALTH MANAGEMENT CPAS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WEALTH MANAGEMENT CPAS, LLC | 2024-02-16 | present | Yes |
| MORGAN STANLEY SMITH BARNEY LLC | 2023-01-11 | 2024-01-30 | — |
| HARRISDIRECT LLC | 2016-02-11 | 2023-09-05 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2011-09-07 | 2016-02-10 | — |
| TD AMERITRADE, INC. | 2011-09-07 | 2016-02-10 | — |
| STRATEGIC ADVISERS LLC | 2011-06-07 | 2011-09-02 | — |