# SHAWN PATRICK LEE

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..

## Registration history (6)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [INTEGRATIVE PLANNING, INC.](https://search.stillhousedata.com/firm/336307) | 2025-08-06 | present | Yes |
| [ALPHASTAR CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/157423) | 2021-03-17 | 2025-08-05 | — |
| [MILESTONE ASSET MANAGEMENT, LLC](https://search.stillhousedata.com/firm/310441) | 2020-12-07 | 2021-02-11 | — |
| [BROOKSTONE CAPITAL MANAGEMENT LLC](https://search.stillhousedata.com/firm/141413) | 2012-08-27 | 2021-03-18 | — |
| [ALPHASTAR CAPITAL MANAGEMENT, LLC](https://search.stillhousedata.com/firm/157423) | 2011-06-22 | 2012-08-27 | — |
| [REGAL INVESTMENT ADVISORS LLC](https://search.stillhousedata.com/firm/125004) | 2011-02-16 | 2011-06-22 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5892651)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5892651.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.