SHAWN PATRICK LEE is an investment adviser representative (IAR) with state registration records since 2011, appearing at 5 firms. Currently registered with INTEGRATIVE PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| INTEGRATIVE PLANNING, INC. | 2025-08-06 | present | Yes |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 2021-03-17 | 2025-08-05 | — |
| MILESTONE ASSET MANAGEMENT, LLC | 2020-12-07 | 2021-02-11 | — |
| BROOKSTONE CAPITAL MANAGEMENT LLC | 2012-08-27 | 2021-03-18 | — |
| ALPHASTAR CAPITAL MANAGEMENT, LLC | 2011-06-22 | 2012-08-27 | — |
| REGAL INVESTMENT ADVISORS LLC | 2011-02-16 | 2011-06-22 | — |